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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1039 | 1098 | 1026 | 1540 | 2145 |
Fund Return | 1.98% | 3.9% | 9.75% | 0.85% | 9.02% | 7.93% |
Place in category | 285 | 167 | 260 | 287 | 110 | 76 |
% in Category | 75 | 41 | 74 | 84 | 38 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Large Cap Fund Institutional | 1.42B | 4.74 | 4.51 | - | ||
Pax Balanced Individual Investor | 1.38B | 0.92 | 0.80 | 6.51 | ||
Pax MSCI International ESG Idx Inst | 1.14B | 2.69 | 2.28 | 4.22 | ||
Pax Balanced Institutional | 938.25M | 1.02 | 1.05 | 6.79 | ||
Pax Ellevate Global Womens Index Fu | 624.99M | -0.22 | 0.73 | 7.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.69B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.33B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth Adv | 191.49M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.67M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 297.15M | 3.47 | 2.85 | 3.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.52 | 416.07 | +0.62% | |
Linde PLC | IE000S9YS762 | 3.92 | 395.200 | -0.45% | |
Republic Services | US7607591002 | 3.83 | 187.36 | +1.10% | |
Waste Management | US94106L1098 | 3.81 | 203.63 | +1.16% | |
Schneider Electric | FR0000121972 | 3.46 | 224.40 | -0.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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