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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1024 | 1152 | 1257 | 1448 | 2083 |
Fund Return | 1.33% | 2.44% | 15.24% | 7.92% | 7.68% | 7.61% |
Place in category | 30 | 9 | 29 | 28 | 20 | 10 |
% in Category | 88 | 24 | 94 | 100 | 83 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000KAH8 | 1,117.41B | 16.68 | 11.53 | - | ||
AO Global High Quality Growth Eq Un | 708.59B | 19.15 | 8.49 | - | ||
AT No Load Developed Countr Equity | 589.17B | 17.37 | 19.92 | - | ||
AMOne DIAM Foreign Equity Index Fun | 539.51B | 20.04 | 20.07 | 14.13 | ||
AMOne Investment Sommelier | 391.15B | 0.59 | -3.99 | 0.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Daiwa US REIT Open Dividend 1 Month | 746.73B | 5.86 | 12.45 | 10.23 | ||
Fidelity US REIT Fund B UnHedged | 721.73B | 3.77 | 11.70 | 9.77 | ||
Daiwa US REIT Fund Dividend 1 Month | 188.15B | 5.87 | 12.46 | 10.24 | ||
Fidelity US REIT Fund Asset GrowthD | 68.41B | 2.14 | 12.08 | 9.86 | ||
GS US REIT B Div 1 Month UnHedged | 62.15B | 1.72 | 9.80 | 6.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Tower | US03027X1000 | 9.47 | 194.26 | -2.62% | |
Welltower | US95040Q1040 | 7.36 | 103.81 | -0.80% | |
UDR | US9026531049 | 6.76 | 39.67 | +0.18% | |
Extra Space Storage | US30225T1025 | 6.61 | 148.10 | -0.26% | |
Digital | US2538681030 | 6.49 | 146.35 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Sell | BUY | Sell |
Summary | Neutral | Neutral | Sell |
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