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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1005 | 1157 | 1036 | 1484 | 2014 |
Fund Return | 3.6% | 0.49% | 15.65% | 1.19% | 8.22% | 7.25% |
Place in category | 325 | 343 | 279 | 298 | 248 | 123 |
% in Category | 88 | 96 | 78 | 89 | 85 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.26B | 6.65 | 2.03 | 8.17 | ||
Pax Large Cap Fund Institutional | 1.42B | 7.98 | 4.98 | - | ||
Pax Balanced Individual Investor | 1.38B | 3.73 | 1.32 | 6.60 | ||
Pax MSCI International ESG Idx Inst | 1.14B | 9.58 | 3.46 | 4.75 | ||
Pax Balanced Institutional | 938.25M | 3.85 | 1.57 | 6.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.41B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.96B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth Adv | 190.18M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.17M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 293.91M | 7.84 | 3.57 | 3.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.26 | 449.78 | +0.92% | |
Apple | US0378331005 | 4.03 | 207.49 | -1.04% | |
Amazon.com | US0231351067 | 3.10 | 189.08 | +1.60% | |
Citigroup | US1729674242 | 1.79 | 59.99 | -1.04% | |
Intuit | US4612021034 | 1.76 | 632.15 | +2.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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