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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1157 | 1118 | 1156 | 1382 | 1397 | 1780 |
| Fund Return | 15.72% | 11.79% | 15.61% | 11.38% | 6.91% | 5.94% |
| Place in category | 19 | 33 | 37 | 39 | 61 | 32 |
| % in Category | 13 | 18 | 29 | 47 | 92 | 98 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Pioneer A | 7.94B | 22.90 | 25.00 | 15.53 | ||
| Pioneer Multi Asset Income Y | 4.66B | 19.31 | 13.57 | 8.41 | ||
| Pioneer Fundamental Growth Y | 4.55B | 16.84 | 22.31 | 14.47 | ||
| Pioneer Disciplined Growth A | 2.09B | 26.09 | 24.67 | 15.38 | ||
| Pioneer Core Equity A | 1.87B | 15.81 | 16.93 | 12.04 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| US46645V6754 | 4.15B | 4.96 | 10.05 | - | ||
| Goldman Sachs US Eq Div and Prem In | 1.62B | 12.60 | 18.87 | 11.71 | ||
| BlackRock US Opportunities Instl | 1.4B | 12.12 | 10.97 | 8.52 | ||
| Shelton Core Value Direct | 992.16M | 9.27 | 15.54 | 9.75 | ||
| Goldman Sachs US Eq Div and Premium | 499M | 12.54 | 18.77 | 11.58 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Aviva | GB00BPQY8M80 | 2.17 | 637.20 | -0.03% | |
| IBM | US4592001014 | 2.09 | 297.44 | +2.42% | |
| ABN AMRO | NL0011540547 | 2.01 | 26.89 | +0.04% | |
| DBS | SG1L01001701 | 1.92 | 53.67 | -0.33% | |
| ASR Nederland | NL0011872643 | 1.89 | 57.40 | -0.31% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Sell | Buy |
| Technical Indicators | Strong Sell | Strong Sell | BUY |
| Summary | Strong Sell | Strong Sell | Buy |
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