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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1072 | 1196 | 1099 | 1498 | 1552 |
Fund Return | 9.57% | 7.16% | 19.57% | 3.19% | 8.42% | 4.49% |
Place in category | 130 | 72 | 166 | 118 | 174 | 184 |
% in Category | 14 | 8 | 23 | 20 | 27 | 49 |
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% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 6.04 | 0.47 | 4.29 | ||
Fidelity International Index Inst | 51.18B | 7.74 | 3.30 | 4.80 | ||
Fidelity Series Global ex US Index | 45.9B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 3.08 | 991.0 | +1.15% | |
AstraZeneca | GB0009895292 | 2.72 | 12,510.0 | +0.95% | |
ASML Holding | NL0010273215 | 2.65 | 953.00 | -1.40% | |
Novartis | CH0012005267 | 2.51 | 95.01 | +0.80% | |
HSBC | GB0005405286 | 2.46 | 676.80 | +0.54% |
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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