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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1075 | 1140 | 1292 | 1531 | 2285 |
Fund Return | 7.51% | 7.51% | 14.01% | 8.92% | 8.89% | 8.62% |
Place in category | 67 | 67 | 90 | 17 | 11 | 5 |
% in Category | 20 | 20 | 24 | 6 | 5 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1637619120 | 870.9M | 0.74 | -3.81 | - | ||
LU1637618155 | 506.13M | 5.11 | -1.77 | - | ||
LU1637618742 | 383.23M | -3.68 | -7.75 | - | ||
AlphaBalanced B IV | 140.34M | 5.57 | 2.43 | 3.61 | ||
AlphaBalanced B V | 140.34M | 5.60 | 2.55 | 3.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2258449417 | 797.38M | 5.39 | 2.86 | - | ||
AZ Fund 1 div Premium A AZ Fund Inc | 352.65M | 2.79 | -0.94 | 1.17 | ||
AZ Fund 1 div Premium B AZ Fund Inc | 352.65M | 2.77 | -1.13 | 1.12 | ||
Argenta Responsible Growth Fund | 325.52M | 6.36 | -0.04 | 3.98 | ||
LU1621765103 | 196.7M | 4.14 | 3.57 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.12 | 393.54 | -2.17% | |
Novo Nordisk B | DK0062498333 | 3.51 | 902.6 | +2.01% | |
Schneider Electric | FR0000121972 | 3.37 | 215.10 | -0.44% | |
SAP | DE0007164600 | 3.21 | 169.700 | -1.00% | |
ASML Holding | NL0010273215 | 3.19 | 832.70 | -1.77% |
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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