
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1049 | 1214 | 1283 | 1857 | 2973 |
Fund Return | 5.87% | 4.92% | 21.36% | 8.66% | 13.17% | 11.51% |
Place in category | 46 | 123 | 14 | 139 | 37 | 10 |
% in Category | 10 | 23 | 7 | 29 | 8 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 5.95B | 5.44 | 6.68 | 8.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brandes US Value Fund I USD Acc | 1.64B | 4.67 | 9.21 | 10.80 | ||
IE00B61H9W66 | 405.57M | 1.38 | 3.11 | 8.68 | ||
IE00B94T1N53 | 405.57M | 1.38 | 3.11 | 8.68 | ||
Pzena US Large Cap Expanded Value F | 68.24M | 5.23 | 6.89 | 8.82 | ||
IE00B8DGGQ84 | 1.3M | 3.69 | 11.26 | 10.86 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.28 | 80.44 | -1.70% | |
Fiserv | US3377381088 | 3.96 | 232.34 | -0.89% | |
MetLife | US59156R1086 | 3.34 | 81.01 | -2.09% | |
Alphabet C | US02079K1079 | 3.33 | 181.58 | -2.71% | |
Wells Fargo&Co | US9497461015 | 3.25 | 77.50 | -1.44% |
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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