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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 A | 15.94B | 22.68 | 10.50 | 15.42 | ||
Loomis Sayles Growth C | 15.94B | 21.94 | 9.68 | 14.55 | ||
Loomis Sayles Growth N | 15.94B | 23.01 | 10.87 | 15.81 | ||
Loomis Sayles Growth Y | 15.94B | 22.94 | 10.77 | 15.70 | ||
Loomis Sayles Global Equity and InY | 3.08B | 11.77 | 2.11 | 8.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 7.69B | 7.59 | -1.70 | 4.73 | ||
DFA International Real Estate Sec I | 3.38B | 0.27 | -5.44 | 1.10 | ||
US09630D4079 | 3.12B | -5.18 | -1.19 | 5.14 | ||
BlackRock Developed Real Est Idx K | 1.13B | 6.84 | -2.55 | - | ||
Cohen & Steers Global Realty I | 1.64B | 7.51 | -2.32 | 4.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 7.40 | 115.05 | -1.16% | |
Welltower | US95040Q1040 | 6.29 | 133.59 | +0.56% | |
Equinix | US29444U7000 | 5.70 | 965.64 | +0.21% | |
VICI Properties | US9256521090 | 5.00 | 31.77 | +0.38% | |
AvalonBay | US0534841012 | 4.69 | 227.80 | -0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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