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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1058 | 1193 | 1320 | 1732 | 3578 |
Fund Return | 6.33% | 5.82% | 19.28% | 9.71% | 11.61% | 13.6% |
Place in category | 264 | 299 | 62 | 164 | 44 | 7 |
% in Category | 55 | 57 | 18 | 43 | 16 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.5B | 5.26 | 9.84 | 10.95 | ||
Global Stock Fund GBP Distributing | 4.5B | 5.28 | 9.48 | 10.81 | ||
US Stock Fund A GBP | 2.98B | 6.36 | 9.71 | 13.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.21B | 4.37 | 9.66 | 12.42 | ||
US Stock Fund A GBP | 2.98B | 6.36 | 9.71 | 13.59 | ||
MFSM US Value Fund I1 GBP | 1.92B | 5.11 | 11.87 | 11.29 | ||
Fidelity American Special Situatiow | 556.52M | 8.56 | 12.93 | 12.39 | ||
Fidelity American Special Situation | 55.87M | 2.99 | 12.95 | 11.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.34 | - | - | |
Charles Schwab Corp | - | 4.16 | - | - | |
Alphabet Inc Class C | - | 3.92 | - | - | |
Fiserv Inc | - | 3.48 | - | - | |
MetLife Inc | - | 3.36 | - | - |
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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