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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1072 | 1219 | 1324 | 1698 | 2341 |
Fund Return | 7.23% | 7.23% | 21.88% | 9.81% | 11.17% | 8.88% |
Place in category | 400 | 400 | 191 | 72 | 124 | 87 |
% in Category | 86 | 86 | 44 | 18 | 37 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 3.6B | 8.32 | 9.41 | 10.54 | ||
Brandes US Value Fund I USD Acc | 1.33B | 5.62 | 10.71 | 10.03 | ||
IE00B61H9W66 | 626.17M | 7.05 | 6.30 | 9.30 | ||
IE00B94T1N53 | 626.17M | 7.05 | 6.30 | 9.30 | ||
IE00B8DGGQ84 | 770.66K | 10.15 | 13.01 | 10.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup | US1729674242 | 3.25 | 62.75 | +1.21% | |
Axa Equitable | US29452E1010 | 3.23 | 39.44 | +0.03% | |
Cognizant A | US1924461023 | 3.22 | 67.72 | +0.09% | |
Wells Fargo&Co | US9497461015 | 3.21 | 61.23 | +1.61% | |
SS&Cs | US78467J1007 | 3.16 | 63.00 | +0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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