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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1046 | 1204 | 1250 | 1800 | 2271 |
Fund Return | 6.27% | 4.57% | 20.42% | 7.73% | 12.48% | 8.55% |
Place in category | 13 | 96 | 64 | 118 | 23 | 110 |
% in Category | 2 | 31 | 21 | 42 | 7 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 9.02B | 4.38 | 8.53 | 7.57 | ||
Thornburg Investment Income BuildeA | 4.58B | 4.31 | 8.26 | 7.28 | ||
Thornburg Limited-Term Muni Inst | 1.75B | 0.73 | 1.23 | 1.30 | ||
Thornburg International Value I | 1.77B | 4.71 | 5.31 | 7.04 | ||
Thornburg Global Opportunities I | 824.05M | 6.28 | 8.06 | 8.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 58.82B | 4.09 | 7.51 | 8.64 | ||
American Funds Capital World Gr R6 | 37.66B | 4.12 | 7.87 | 9.00 | ||
American Funds Capital World Gr I | 16.36B | 4.10 | 7.75 | 8.89 | ||
DFA Global Equity I | 9.58B | 2.88 | 8.53 | 10.13 | ||
Templeton Growth A | 8B | 3.63 | 6.21 | 4.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.96 | 736.67 | +1.11% | |
Alphabet A | US02079K3059 | 5.49 | 185.23 | -0.49% | |
Citigroup | US1729674242 | 4.49 | 84.61 | +3.06% | |
Taiwan Semicon | TW0002330008 | 4.19 | 1,085.00 | +2.36% | |
Charles Schwab | US8085131055 | 4.10 | 80.34 | -1.51% |
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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