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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1005 | 1105 | 1164 | 1392 | 1827 |
Fund Return | 1.64% | 0.46% | 10.46% | 5.18% | 6.84% | 6.21% |
Place in category | 1156 | 1290 | 321 | 77 | 70 | 141 |
% in Category | 90 | 99 | 29 | 8 | 10 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The New Floco Inc | 136.57M | 6.35 | 3.32 | 9.35 | ||
OHP Fund | 16.44M | 8.88 | 9.74 | 9.56 | ||
The New Jaguar Inc | 10.91M | 9.35 | 11.57 | 10.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.71B | 3.60 | 4.19 | 6.19 | ||
Growth Portfolio S-Class Income | 372.64M | 3.61 | 4.19 | 6.22 | ||
Allianz RiskMaster Moderate Multi c | 6.92M | 4.73 | 2.91 | 5.15 | ||
Allianz RiskMaster Moderate Multi A | 3.54M | 4.75 | 2.95 | 5.26 | ||
Multi Asset Fund IV R3 GBP Acc | 1.05B | 6.81 | 6.36 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Thermo Fisher Scientific | US8835561023 | 3.70 | 593.35 | +2.67% | |
Mastercard | US57636Q1040 | 3.51 | 456.78 | +0.28% | |
UnitedHealth | US91324P1021 | 3.47 | 512.94 | +1.17% | |
Tractor Supply | US8923561067 | 3.42 | 271.43 | +0.64% | |
Fiserv | US3377381088 | 3.04 | 154.24 | -0.28% |
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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