Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1048 | 1034 | 820 | 888 | 1545 |
Fund Return | 1.39% | 4.83% | 3.45% | -6.42% | -2.35% | 4.45% |
Place in category | 85 | 63 | 79 | 101 | 77 | 39 |
% in Category | 47 | 27 | 47 | 89 | 92 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Higher Dividend Fund Class A Acc | 5.97M | 2.16 | 7.29 | 8.55 | ||
Higher Dividend Fund Class A Inc | 3.25M | 2.20 | 7.32 | 8.33 | ||
Higher Dividend Fund Class D Acc | 3.23M | 6.91 | 4.94 | 9.46 | ||
Higher Dividend Fund Class D Inc | 7.67M | 6.88 | 4.96 | 9.41 | ||
Higher Dividend Fund Class F Inc | 1.1M | 6.51 | 4.47 | 8.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Opportunities Fund Class A Inc | 470.21K | 1.41 | -6.40 | 4.42 | ||
Opportunities Fund Class F Acc | 537.95K | 1.79 | -5.92 | 4.97 | ||
Opportunities Fund Class I Acc | 38.03K | 1.91 | -5.79 | 5.13 | ||
Opportunities Fund Class I Inc | 53.75K | 1.95 | -5.79 | 5.07 | ||
SF Opportunities Fund Class P Acc | 56.45M | 2.02 | -5.68 | 5.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Walmart | US9311421039 | 4.81 | 82.45 | +0.32% | |
Compass | GB00BD6K4575 | 4.50 | 2,566.00 | +0.75% | |
Costco | US22160K1051 | 4.11 | 886.07 | +1.00% | |
Chipotle Mexican Grill | US1696561059 | 3.72 | 56.38 | -3.77% | |
Cranswick | GB0002318888 | 3.62 | 5,060.0 | -0.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review