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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1061 | 1086 | 1163 | 1488 | 2069 |
Fund Return | 2.01% | 6.05% | 8.57% | 5.15% | 8.28% | 7.54% |
Place in category | 469 | 517 | 358 | 199 | 35 | 36 |
% in Category | 37 | 41 | 30 | 20 | 6 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.07B | 4.20 | -0.91 | 2.96 | ||
MyFolio Managed II Retail Platform | 1.07B | 3.71 | -0.57 | 2.94 | ||
MyFolio Market II Inst Acc | 1.03B | 5.45 | 0.77 | 4.06 | ||
MyFolio Market II Retail Platform 1 | 1.03B | 4.30 | 0.71 | 4.00 | ||
MyFolio Market IV Inst Acc | 1.01B | 8.42 | 3.83 | 6.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 12B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 12B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.13B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.13B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.13B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 3.07 | 681.00 | -5.42% | |
Microsoft Corp | - | 2.85 | - | - | |
Alphabet Inc Class A | - | 2.83 | - | - | |
First Republic Bank | - | 2.31 | - | - | |
Royal Dutch Shell PLC B | GB00B03MM408 | 2.26 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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