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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1016 | 1085 | 958 | 1104 | 1294 |
Fund Return | 1.3% | 1.6% | 8.48% | -1.41% | 1.99% | 2.61% |
Place in category | 244 | 133 | 127 | 284 | 181 | 40 |
% in Category | 54 | 24 | 27 | 69 | 53 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 141.64M | 5.78 | 4.72 | 6.44 | ||
Barbara Global Dividend Growth FunA | 141.64M | 5.79 | 4.72 | 6.44 | ||
Barbara Global Dividend Growth FCU | 141.64M | 5.58 | 4.20 | 5.82 | ||
Barbara Global Dividend Growth FunC | 141.64M | 5.57 | 4.20 | 5.81 | ||
Barbara Global Dividend Growth FunU | 141.64M | 6.01 | 5.25 | 6.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 456.51M | 3.04 | 1.38 | 3.31 | ||
Strategic Income Fund E Inc II USD | 456.51M | 2.98 | 1.37 | 3.31 | ||
Cautious Fund USD A Share Class | 153.35M | -0.32 | -0.15 | 2.21 | ||
Cautious Fund USD B Share Class | 153.35M | -0.49 | -0.55 | 1.81 | ||
NWQ Flexible Income Fund Class A Di | 118.2M | 1.30 | -1.42 | 2.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co DR | - | 2.24 | - | - | |
Hewlett Packard Enterprise Company 6.35% | - | 1.93 | - | - | |
Vistra Energy Corporation 8% | - | 1.72 | - | - | |
Emera Inc 6.75% | - | 1.57 | - | - | |
Sprint LLC 7.13% | - | 1.53 | - | - |
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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