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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1010 | 1095 | 1150 | 1410 | 1918 |
Fund Return | 2.33% | 1.05% | 9.51% | 4.76% | 7.12% | 6.73% |
Place in category | 779 | 1072 | 564 | 347 | 333 | 109 |
% in Category | 57 | 75 | 44 | 30 | 36 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 143.45M | 6.14 | 6.65 | 6.73 | ||
Barbara Global Dividend Growth FCU | 143.45M | 6.03 | 6.12 | 6.10 | ||
Barbara Global Dividend Growth Fund | 143.45M | 6.30 | 7.19 | 7.27 | ||
Barbara Global Dividend Growth FunA | 143.45M | 2.17 | 4.23 | 6.20 | ||
Barbara Global Dividend Growth FunC | 143.45M | 1.99 | 3.71 | 5.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund UBA | 222.96M | 6.31 | 6.87 | 8.11 | ||
Kames Global Equity Income Fund USD | 937.23K | 6.38 | 7.08 | 8.32 | ||
Mellon Global Equity Income Fund UW | 10.16M | 3.37 | 6.68 | 7.54 | ||
Mellon Global Equity Income Fund US | 19.79M | 3.37 | 6.66 | 7.53 | ||
Mellon Global Equity Income Fund UA | 28.45M | 3.06 | 5.34 | 6.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.05 | - | - | |
Broadcom Inc | - | 4.83 | - | - | |
JPMorgan Chase & Co | - | 3.38 | - | - | |
Apple Inc | - | 3.27 | - | - | |
AbbVie Inc | - | 2.95 | - | - |
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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