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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 1031 | 1223 | 1119 | 1490 | 2225 |
Fund Return | 16.2% | 3.14% | 22.27% | 3.82% | 8.3% | 8.32% |
Place in category | 34 | 31 | 16 | 152 | 28 | 2 |
% in Category | 12 | 15 | 6 | 47 | 9 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 15.93B | 33.16 | 14.15 | 15.87 | ||
Loomis Sayles Growth C | 15.93B | 32.30 | 13.31 | 14.99 | ||
Loomis Sayles Growth N | 15.93B | 33.58 | 14.54 | 16.26 | ||
Loomis Sayles Growth Y | 15.93B | 33.49 | 14.43 | 16.16 | ||
Loomis Sayles Global Equity and InC | 2.95B | 15.15 | 2.78 | 7.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.69B | 12.89 | 6.43 | 5.57 | ||
First Eagle Global I | 35.54B | 16.80 | 8.87 | 7.56 | ||
American Funds Capital Income Bld | 17.68B | 13.23 | 6.78 | 5.90 | ||
First Eagle Global A | 14.4B | 16.56 | 8.62 | 7.29 | ||
American Funds Global Balanced R6 | 14.33B | 9.16 | 3.32 | 5.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Dec24 Xcbt 20241231 | - | 5.06 | - | - | |
NVIDIA | US67066G1040 | 3.55 | 140.22 | +0.39% | |
S&P Global | US78409V1044 | 3.14 | 504.75 | +1.30% | |
Amazon.com | US0231351067 | 3.02 | 229.05 | +1.77% | |
Alphabet A | US02079K3059 | 2.86 | 196.11 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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