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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 957 | 1047 | 1038 | 1007 | 1085 | 1594 |
Fund Return | -4.34% | 4.69% | 3.84% | 0.24% | 1.65% | 4.78% |
Place in category | 130 | 81 | 40 | 38 | 76 | 11 |
% in Category | 65 | 38 | 20 | 24 | 37 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth N | 13.57B | 6.05 | 8.38 | 15.09 | ||
Loomis Sayles Growth Y | 13.57B | 6.03 | 8.27 | 14.99 | ||
Loomis Sayles Growth A | 13.57B | 5.93 | 8.01 | 14.71 | ||
Loomis Sayles Growth C | 13.57B | 5.67 | 7.20 | 13.85 | ||
Loomis Sayles Global Equity and InY | 2.94B | 2.69 | 1.46 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 7.15B | -8.37 | -4.13 | 3.83 | ||
US09630D4079 | 3.43B | -4.47 | 2.86 | 5.63 | ||
DFA International Real Estate Sec I | 3.39B | -6.70 | -6.56 | 0.73 | ||
BlackRock Developed Real Est Idx K | 2.67B | -7.20 | -4.58 | - | ||
Cohen & Steers Global Realty I | 1.51B | -6.61 | -4.56 | 4.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.40 | 110.49 | +2.71% | |
Welltower | US95040Q1040 | 6.29 | 103.67 | +1.49% | |
Equinix | US29444U7000 | 5.70 | 762.98 | +0.31% | |
VICI Properties | US9256521090 | 5.00 | 28.71 | +2.32% | |
AvalonBay | US0534841012 | 4.69 | 192.68 | +1.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Neutral |
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