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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1006 | 1085 | 1064 | 1127 | 1669 |
Fund Return | 2.77% | 0.61% | 8.51% | 2.08% | 2.42% | 5.26% |
Place in category | 352 | 427 | 211 | 299 | 202 | 40 |
% in Category | 75 | 88 | 48 | 71 | 59 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAE | 138.04M | 5.67 | 8.45 | 9.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co DR | - | 2.26 | - | - | |
Hewlett Packard Enterprise Company 6.35% | - | 2.04 | - | - | |
Vistra Energy Corporation 8% | - | 1.75 | - | - | |
Emera Inc 6.75% | - | 1.58 | - | - | |
Citigroup Inc. 6.25% | - | 1.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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