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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1040 | 1035 | 1077 | 1165 | 1687 |
Fund Return | 1.86% | 4.04% | 3.48% | 2.5% | 3.11% | 5.37% |
Place in category | 333 | 277 | 316 | 309 | 181 | 30 |
% in Category | 74 | 56 | 67 | 75 | 52 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAE | 139.89M | 8.62 | 9.66 | 9.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co. 9.35% | - | 2.31 | - | - | |
Hewlett Packard Enterprise Company 6.35% | - | 2.01 | - | - | |
Vistra Energy Corporation 8% | - | 1.74 | - | - | |
Emera Inc 6.75% | - | 1.59 | - | - | |
Tripadvisor Inc 7% | - | 1.59 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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