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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1002 | 1074 | 1030 | 1067 | 1530 |
Fund Return | 5.02% | 0.2% | 7.36% | 0.98% | 1.3% | 4.34% |
Place in category | 295 | 222 | 253 | 327 | 243 | 52 |
% in Category | 59 | 41 | 47 | 79 | 70 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAE | 150.25M | 16.87 | 10.62 | 8.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Hewlett Packard Enterprise Company 6.35% | - | 1.96 | - | - | |
Vistra Corp 8% | - | 1.69 | - | - | |
Wells Fargo & Co. 7.63% | - | 1.63 | - | - | |
Energy Transfer LP 8% | - | 1.52 | - | - | |
Citigroup Inc. 6.25% | - | 1.48 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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