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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 993 | 1003 | 1062 | 1186 | 1695 |
Fund Return | -0.69% | -0.69% | 0.26% | 2.01% | 3.48% | 5.42% |
Place in category | 324 | 324 | 332 | 150 | 142 | 8 |
% in Category | 52 | 52 | 59 | 37 | 44 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Enduring Assets Fund USD | 451.98M | -2.39 | 1.90 | 5.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Transurban Group | AU000000TCL6 | 6.69 | 12.890 | -0.46% | |
NextEra Energy | US65339F1012 | 5.42 | 66.94 | +2.49% | |
Duke Energy | US26441C2044 | 4.89 | 98.68 | +0.57% | |
American Tower | US03027X1000 | 4.11 | 174.85 | +1.48% | |
Southern | US8425871071 | 4.01 | 73.68 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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