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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 993 | 1046 | 930 | 1046 | 1221 |
Fund Return | -0.79% | -0.75% | 4.58% | -2.39% | 0.9% | 2.02% |
Place in category | 383 | 412 | 235 | 341 | 251 | 76 |
% in Category | 79 | 85 | 53 | 82 | 74 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 138.04M | 2.15 | 4.23 | 6.20 | ||
Barbara Global Dividend Growth FunA | 138.04M | 2.17 | 4.23 | 6.20 | ||
Barbara Global Dividend Growth FCU | 138.04M | 1.99 | 3.70 | 5.57 | ||
Barbara Global Dividend Growth FunC | 138.04M | 1.99 | 3.71 | 5.57 | ||
Barbara Global Dividend Growth FunU | 138.04M | 2.33 | 4.76 | 6.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 441.22M | 0.76 | 1.03 | 3.25 | ||
Strategic Income Fund E Inc II USD | 441.22M | 0.72 | 1.00 | 3.24 | ||
Cautious Fund USD B Share Class | 157.64M | -1.16 | 0.13 | 1.64 | ||
Cautious Fund USD A Share Class | 157.64M | -1.09 | 0.54 | 2.03 | ||
NWQ Flexible Income Fund Class A AU | 117.1M | -0.65 | -1.89 | 2.53 |
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 | Sell | Sell | Neutral |
Technical Indicators | Sell | BUY | BUY |
Summary | Sell | Neutral | Neutral |
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