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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1253 | 1103 | 1333 | 1262 | 1791 | 2514 |
Fund Return | 25.3% | 10.34% | 33.26% | 8.06% | 12.37% | 9.66% |
Place in category | 1285 | 63 | 754 | 1250 | 1114 | 670 |
% in Category | 60 | 2 | 36 | 73 | 74 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund I USD Acc | 441.27M | 21.03 | 8.44 | 10.68 | ||
World Equity Fund A USD Acc | 441.27M | 22.73 | 9.44 | 10.01 | ||
World Equity Fund B USD Acc | 441.27M | 21.61 | 8.35 | 8.67 | ||
World Equity Fund C USD Acc | 441.27M | 21.06 | 7.81 | 8.30 | ||
North American Equity Fund A USD Ac | 300.16M | 27.04 | 9.69 | 11.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 14.07B | 27.49 | 10.83 | 12.64 | ||
US 500 Stock Index Institutional Pl | 14.07B | 27.53 | 10.88 | 12.69 | ||
US 500 Stock Index Inv USD | 14.07B | 27.49 | 10.83 | 12.56 | ||
StocksPlus Fund E Acc USD | 5.1B | 23.64 | 6.16 | 11.36 | ||
StocksPlus Fund Institutional Acc U | 5.1B | 24.76 | 7.12 | 12.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.54 | 236.85 | -2.41% | |
NVIDIA | US67066G1040 | 6.49 | 135.91 | -3.00% | |
Microsoft | US5949181045 | 4.56 | 418.95 | -1.32% | |
Alphabet A | US02079K3059 | 3.03 | 192.04 | -0.98% | |
Future on S&P500 | - | 2.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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