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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1042 | 939 | 1196 | 1361 | 2044 |
Fund Return | 4.16% | 4.16% | -6.07% | 6.14% | 6.36% | 7.41% |
Place in category | 31 | 31 | 961 | 488 | 3 | 1 |
% in Category | 4 | 4 | 65 | 39 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.57B | 13.21 | 1.89 | 7.56 | ||
Diversified Trust Class C Inc | 3.57B | 13.23 | 1.89 | 7.52 | ||
Leaders Trust Class C Acc | 3.27B | 10.54 | 6.44 | 8.59 | ||
Leaders Trust Class C Inc | 3.27B | 10.49 | 6.43 | 8.61 | ||
Leaders Trust Class A Inc | 3.27B | 4.12 | 10.81 | 9.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.99B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.99B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.77B | 1.96 | 4.16 | 6.01 | ||
- Balanced Portfolio C Income | 4.77B | 1.96 | 4.16 | 5.99 | ||
HS Portfolio Retail Accumulation | 4.77B | 1.86 | 3.56 | 5.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Compass | GB00BD6K4575 | 2.30 | 2,323.00 | +0.83% | |
Schneider Electric | FR0000121972 | 2.27 | 209.65 | +0.17% | |
AstraZeneca | GB0009895292 | 2.24 | 10,678.0 | -0.60% | |
Visa A | US92826C8394 | 2.15 | 278.87 | -0.06% | |
Thermo Fisher Scientific | US8835561023 | 2.15 | 579.20 | -0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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