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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1049 | 1040 | 833 | 911 | 1624 |
Fund Return | 1.79% | 4.94% | 4.01% | -5.92% | -1.86% | 4.97% |
Place in category | 81 | 52 | 70 | 99 | 75 | 31 |
% in Category | 44 | 24 | 39 | 88 | 91 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Higher Dividend Fund Class A Acc | 5.96M | 2.16 | 7.29 | 8.55 | ||
Higher Dividend Fund Class A Inc | 3.24M | 2.20 | 7.32 | 8.33 | ||
Higher Dividend Fund Class X Acc | 1.06M | 6.21 | 4.06 | 8.53 | ||
Higher Dividend Fund Class D Acc | 3.23M | 6.91 | 4.94 | 9.46 | ||
Higher Dividend Fund Class D Inc | 7.66M | 6.88 | 4.96 | 9.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Opportunities Fund Class A Acc | 8.21M | 1.39 | -6.42 | 4.45 | ||
Opportunities Fund Class A Inc | 472.14K | 1.41 | -6.40 | 4.42 | ||
Opportunities Fund Class I Acc | 38.19K | 1.91 | -5.79 | 5.13 | ||
Opportunities Fund Class I Inc | 53.97K | 1.95 | -5.79 | 5.07 | ||
SF Opportunities Fund Class P Acc | 56.66M | 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 |
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