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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1167 | 1009 | 1222 | 1270 | 1511 | 2088 |
Fund Return | 16.67% | 0.86% | 22.24% | 8.3% | 8.61% | 7.64% |
Place in category | 267 | 481 | 245 | 286 | 249 | 133 |
% in Category | 20 | 35 | 21 | 25 | 28 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 148.29M | 16.93 | 8.01 | 7.18 | ||
Barbara Global Dividend Growth FunA | 148.29M | 16.51 | 7.87 | 7.14 | ||
Barbara Global Dividend Growth FCU | 148.29M | 16.42 | 7.47 | 6.56 | ||
Barbara Global Dividend Growth FunC | 148.29M | 16.40 | 7.47 | 6.56 | ||
Barbara Global Dividend Growth Fund | 148.29M | 17.48 | 8.55 | 7.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kames Global Equity Income Fund UBA | 925.56M | 16.10 | 8.31 | 9.11 | ||
Kames Global Equity Income Fund USD | 925.56M | 16.32 | 8.53 | 9.33 | ||
Mellon Global Equity Income FundUCA | 3.35M | 11.19 | 7.76 | 7.81 | ||
Mellon Global Equity Income Fund CI | 2.77M | 11.20 | 7.76 | 7.81 | ||
Mellon Global Equity Income Fund UW | 6.85M | 11.45 | 8.04 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.41 | 242.21 | -1.14% | |
Microsoft | US5949181045 | 5.33 | 422.37 | -1.28% | |
Broadcom | US11135F1012 | 4.31 | 228.64 | -3.29% | |
Taiwan Semiconductor | US8740391003 | 3.64 | 211.42 | -3.90% | |
JPMorgan | US46625H1005 | 3.42 | 243.17 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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