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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1032 | 1277 | 921 | 1349 | 2078 |
Fund Return | 4.29% | 3.16% | 27.7% | -2.71% | 6.17% | 7.59% |
Place in category | 72 | 71 | 78 | 66 | 66 | 34 |
% in Category | 72 | 70 | 76 | 70 | 71 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
1919 Socially Responsive Balanced A | 264.61M | 7.96 | 4.80 | 8.54 | ||
1919 Financial Services A | 58.45M | 4.65 | -2.00 | 8.35 | ||
1919 Financial Services Fund Classi | 33.4M | 1.27 | 0.95 | 8.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital Financial Sectoa | 1.25B | 10.84 | 4.37 | 9.90 | ||
T. Rowe Price Financial Services | 885.21M | 12.67 | 6.73 | 11.52 | ||
Fidelity Select Brokerage & Invmt | 874.18M | 8.08 | 9.24 | 11.78 | ||
Vanguard Financials Index Adm | 756.44M | 9.93 | 4.90 | 10.67 | ||
Fidelity Select Financial Services | 713.55M | 9.68 | 5.68 | 10.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 7.39 | 202.33 | +1.59% | |
Chubb | CH0044328745 | 7.07 | 254.53 | -2.86% | |
Visa A | US92826C8394 | 4.63 | 262.11 | -1.68% | |
Fiserv | US3377381088 | 4.25 | 148.45 | -0.42% | |
Ameriprise Financial | US03076C1062 | 4.15 | 427.18 | -0.73% |
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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