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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1135 | 1104 | 1135 | 1234 | 1699 | 3626 |
Fund Return | 13.52% | 10.42% | 13.52% | 7.25% | 11.18% | 13.75% |
Place in category | 140 | 67 | 140 | 34 | 54 | 12 |
% in Category | 69 | 23 | 69 | 25 | 42 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 12.65B | 9.53 | 0.42 | 5.68 | ||
SRI Global Stock Fund Instl Pls GBA | 6.49B | 20.17 | 7.53 | 11.80 | ||
SRI Global Stock Fund Pound SterliA | 6.49B | 20.09 | 7.46 | 11.70 | ||
SRI Global Stock Fund Pound Sterlin | 6.49B | 20.08 | 7.45 | 11.70 | ||
US Equity Index Common Contractual | 2.97B | 27.55 | 11.79 | 15.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF Miton US Opportunities Fund B Ac | 1.86B | 11.38 | 5.87 | 13.52 | ||
North American Fund Class I US DolG | 769.92M | 18.17 | 5.99 | 10.40 | ||
North American Fund Class S US DolG | 769.92M | 18.24 | 6.04 | 10.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 7.17 | 813.18 | +0.34% | |
Flex | SG9999000020 | 2.79 | 41.54 | +2.57% | |
Raymond James Financial | US7547301090 | 2.16 | 165.27 | -0.43% | |
Alphabet A | US02079K3059 | 2.08 | 205.01 | +1.88% | |
Micron | US5951121038 | 1.91 | 90.94 | +1.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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