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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1257 | 1059 | 1273 | 1277 | 1456 | 2375 |
Fund Return | 25.69% | 5.88% | 27.34% | 8.49% | 7.81% | 9.04% |
Place in category | 527 | 997 | 653 | 638 | 1027 | 308 |
% in Category | 32 | 59 | 40 | 43 | 81 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Trimark Fund Series F | 3.87B | 26.52 | 9.27 | 9.66 | ||
Trimark Fund Series P | 3.87B | 25.18 | 8.00 | 8.51 | ||
Trimark Global Fundamental Eq F | 1.38B | 21.73 | 0.70 | 8.55 | ||
Trimark Global Fundam Eq Sr | 1.38B | 20.00 | -0.81 | 7.08 | ||
Trimark Global Dividend Class A | 707.54M | 21.02 | 6.14 | 7.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators F USD | 16.18B | 55.54 | 14.87 | - | ||
Capital Group Global Equity Fd F | 13.95B | 27.39 | 5.28 | 11.77 | ||
Capital Group Global Equity Fd A | 13.95B | 26.11 | 4.12 | 10.53 | ||
Capital Group Global Equity Fd D | 13.95B | 27.03 | 4.93 | 11.29 | ||
Mackenzie Global Dividend Fund A | 7.25B | 23.12 | 9.15 | 10.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.17 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 3.68 | 224.95 | +0.01% | |
Apple | US0378331005 | 3.07 | 255.27 | +0.31% | |
3I Group | GB00B1YW4409 | 2.76 | 3,556.00 | +0.23% | |
UnitedHealth | US91324P1021 | 2.74 | 506.34 | +1.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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