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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 998 | 1001 | 1079 | 1022 | 1372 | 2027 |
Fund Return | -0.22% | 0.06% | 7.86% | 0.73% | 6.53% | 7.32% |
Place in category | 336 | 341 | 287 | 290 | 244 | 110 |
% in Category | 89 | 93 | 80 | 86 | 81 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.23B | 1.98 | 0.85 | 7.93 | ||
Pax Large Cap Fund Institutional | 1.38B | 4.74 | 4.51 | - | ||
Pax Balanced Individual Investor | 1.35B | 0.92 | 0.80 | 6.51 | ||
Pax MSCI International ESG Idx Inst | 1.07B | 2.69 | 2.28 | 4.22 | ||
Pax Balanced Institutional | 918.28M | 1.02 | 1.05 | 6.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 56.86B | 4.87 | 3.63 | 7.45 | ||
American Funds Capital World Gr R6 | 34.41B | 4.97 | 3.99 | 7.81 | ||
Templeton Growth R6 | 296.78M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.26 | 412.39 | -0.66% | |
Apple | US0378331005 | 4.03 | 193.61 | +0.71% | |
Amazon.com | US0231351067 | 3.10 | 177.57 | +0.64% | |
Citigroup | US1729674242 | 1.79 | 61.83 | -0.77% | |
Intuit | US4612021034 | 1.76 | 564.56 | -2.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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