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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1102 | 1102 | 1287 | 1443 | 1985 | 2603 |
Fund Return | 10.15% | 10.15% | 28.66% | 13.01% | 14.7% | 10.04% |
Place in category | 65 | 65 | 12 | 7 | 12 | 26 |
% in Category | 15 | 15 | 5 | 2 | 5 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 3.77B | 8.32 | 9.41 | 10.54 | ||
Brandes US Value Fund I USD Acc | 1.31B | 5.62 | 10.71 | 10.03 | ||
IE00B61H9W66 | 612.57M | 7.05 | 6.30 | 9.30 | ||
IE00B94T1N53 | 612.57M | 7.05 | 6.30 | 9.30 | ||
Pzena US Large Cap Expanded Value F | 56.96M | 7.23 | 9.81 | 8.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 5.75 | - | - | |
Alphabet Inc Class C | - | 5.10 | - | - | |
Arch Capital Group Ltd | - | 3.85 | - | - | |
Comcast Corp Class A | - | 3.82 | - | - | |
The Cigna Group | - | 3.66 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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