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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1001 | 1068 | 1007 | 1267 | 1851 |
Fund Return | 6.8% | 0.14% | 6.8% | 0.22% | 4.84% | 6.35% |
Place in category | 988 | 940 | 988 | 930 | 310 | 137 |
% in Category | 81 | 74 | 81 | 85 | 39 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 1.07B | 12.46 | 4.95 | 6.83 | ||
MyFolio Market IV Retail Acc | 1.07B | 12.00 | 4.56 | 6.35 | ||
MyFolio Managed II Inst Acc | 1.04B | 6.19 | 0.09 | 2.92 | ||
MyFolio Market II Inst Acc | 1.01B | 7.67 | 1.52 | 4.02 | ||
The Norfolk Trust | 31.3M | 9.54 | 2.73 | 7.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.07B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.07B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed B Acc | 5.02B | 8.86 | -3.03 | 8.09 | ||
Baillie Gifford Managed B Inc | 5.02B | 8.85 | -3.04 | 8.08 | ||
Baillie Gifford Managed A Acc | 5.02B | 7.75 | -3.98 | 6.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United Kingdom of Great Britain and Northern Ireland | GB00BMGR2916 | 4.29 | - | - | |
Microsoft | US5949181045 | 3.53 | 414.99 | -6.18% | |
Eli Lilly | US5324571083 | 3.20 | 823.23 | +2.38% | |
Shell | GB00BP6MXD84 | 3.05 | 32.01 | +2.93% | |
Taiwan Semiconductor | US8740391003 | 2.98 | 208.15 | +2.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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