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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1091 | 1240 | 1392 | 1978 | 3611 |
Fund Return | 6.9% | 9.11% | 24.01% | 11.65% | 14.61% | 13.7% |
Place in category | 33 | 77 | 30 | 124 | 33 | 8 |
% in Category | 7 | 18 | 9 | 26 | 7 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.79B | 6.46 | 9.60 | 10.67 | ||
Global Stock Fund GBP Distributing | 4.79B | 6.46 | 9.61 | 10.68 | ||
US Stock Fund A GBP | 3.35B | 6.89 | 11.65 | 13.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.62B | 6.21 | 10.85 | 11.86 | ||
US Stock Fund A GBP | 3.35B | 6.89 | 11.65 | 13.70 | ||
MFSM US Value Fund I1 GBP | 1.88B | 13.30 | 6.26 | 10.29 | ||
Fidelity American Special Situation | 51.5M | 6.26 | 10.44 | 9.91 | ||
Fidelity American Special Situatiow | 514.6M | 6.32 | 11.27 | 10.75 |
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 | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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