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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1118 | 1257 | 1350 | 1782 | 3017 |
Fund Return | 11.81% | 11.81% | 25.71% | 10.53% | 12.25% | 11.68% |
Place in category | 525 | 525 | 386 | 1366 | 840 | 506 |
% in Category | 7 | 7 | 6 | 27 | 23 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund Exempt 2 Income | 12.04M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 745.01M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1.03B | 4.42 | 9.77 | 10.94 | ||
Income Fund B Accumulation | 15.51M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 47.81M | 4.38 | 9.60 | 10.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.85B | 4.79 | 6.71 | 9.96 | ||
MS Global Brands Fund AXg | 21.85B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.85B | 4.78 | 6.70 | 9.96 | ||
Developed World Index Sub Fund FleA | 20.84B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 20.84B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.73 | 407.06 | +1.52% | |
Apple | US0378331005 | 4.25 | 166.82 | +0.59% | |
Amazon.com | US0231351067 | 3.95 | 179.51 | +1.29% | |
NVIDIA | US67066G1040 | 3.77 | 824.18 | +3.65% | |
ILF GBP Liquidity 5 | IE00B182N611 | 3.17 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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