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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1204 | 1010 | 1311 | 1193 | 1459 | 2346 |
Fund Return | 20.35% | 1.04% | 31.08% | 6.06% | 7.85% | 8.9% |
Place in category | 485 | 1545 | 566 | 814 | 998 | 312 |
% in Category | 30 | 84 | 35 | 56 | 81 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Trimark Fund Series F | 3.85B | 21.08 | 6.82 | 9.52 | ||
Trimark Fund Series P | 3.85B | 19.91 | 5.58 | 8.37 | ||
Trimark Global Fundamental Eq F | 1.32B | 19.56 | -1.13 | 8.71 | ||
Trimark Global Fundam Eq Sr | 1.32B | 18.00 | -2.61 | 7.23 | ||
Trimark Global Dividend Class A | 713.3M | 17.08 | 4.37 | 7.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators F USD | 14.78B | 43.16 | 12.27 | - | ||
Capital Group Global Equity Fd F | 13.73B | 22.86 | 3.88 | 11.66 | ||
Capital Group Global Equity Fd A | 13.73B | 21.74 | 2.74 | 10.43 | ||
Capital Group Global Equity Fd D | 13.73B | 22.55 | 3.53 | 11.18 | ||
Mackenzie Global Dividend Fund A | 6.94B | 19.38 | 8.08 | 10.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.17 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 3.68 | 197.12 | -0.64% | |
Apple | US0378331005 | 3.07 | 229.87 | +0.59% | |
3I Group | GB00B1YW4409 | 2.76 | 3,569.00 | +0.73% | |
UnitedHealth | US91324P1021 | 2.74 | 590.87 | -1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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