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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1005 | 1141 | 1119 | 1446 | 1741 |
Fund Return | 4.44% | 0.49% | 14.13% | 3.83% | 7.66% | 5.7% |
Place in category | 857 | 1194 | 805 | 452 | 495 | 240 |
% in Category | 62 | 88 | 64 | 41 | 56 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 140.78M | 4.64 | 4.35 | 6.33 | ||
Barbara Global Dividend Growth FunA | 140.78M | 4.66 | 4.35 | 6.32 | ||
Barbara Global Dividend Growth FunC | 140.78M | 4.44 | 3.82 | 5.70 | ||
Barbara Global Dividend Growth FunU | 140.78M | 4.86 | 4.86 | 6.86 | ||
Barbara Global Dividend Growth Fund | 140.78M | 4.87 | 4.87 | 6.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund UBA | 799.65M | 8.30 | 7.09 | 8.12 | ||
Kames Global Equity Income Fund USD | 799.65M | 8.39 | 7.30 | 8.33 | ||
Mellon Global Equity Income Fund UA | 27.03M | 3.06 | 5.34 | 6.20 | ||
Mellon Global Equity Income Fund AA | 2.76M | 3.06 | 5.34 | 6.20 | ||
Mellon Global Equity Income Fund CI | 3.15M | 3.34 | 4.74 | 6.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.74 | 424.52 | +0.12% | |
Broadcom | US11135F1012 | 4.86 | 1,401.06 | -0.85% | |
Apple | US0378331005 | 3.33 | 194.48 | -0.71% | |
JPMorgan | US46625H1005 | 3.32 | 196.91 | -0.18% | |
Taiwan Semiconductor | US8740391003 | 2.95 | 162.07 | -0.52% |
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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