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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 1034 | 1233 | 1206 | 1473 | 2325 |
Fund Return | 12.28% | 3.44% | 23.29% | 6.45% | 8.05% | 8.81% |
Place in category | 521 | 925 | 411 | 694 | 902 | 285 |
% in Category | 28 | 49 | 26 | 53 | 75 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Trimark Fund SC | 3.74B | 11.94 | 5.69 | 8.20 | ||
Trimark Fund Series P | 3.74B | 11.73 | 5.21 | 7.66 | ||
Trimark Global Fundamental Eq F | 1.4B | 13.81 | -1.53 | 8.42 | ||
Trimark Global Fundam Eq Sr | 1.4B | 13.08 | -2.97 | 6.96 | ||
Trimark Global Dividend Class A | 704.14M | 8.72 | 2.94 | 6.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators F USD | 13.33B | 31.81 | 13.88 | - | ||
Capital Group Global Equity Fd F | 13.2B | 14.67 | 3.92 | 11.29 | ||
Capital Group Global Equity Fd A | 13.2B | 14.15 | 2.78 | 10.07 | ||
Capital Group Global Equity Fd D | 13.2B | 14.51 | 3.57 | 10.80 | ||
Mackenzie Global Dividend Fund T5 | 6.07B | 9.92 | 7.49 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.46 | 449.78 | +0.92% | |
Amazon.com | US0231351067 | 3.41 | 189.08 | +1.60% | |
Samsung Electronics Co | KR7005930003 | 3.29 | 80,000 | -1.96% | |
UnitedHealth | US91324P1021 | 2.88 | 482.89 | -0.34% | |
Berkshire Hathaway B | US0846707026 | 2.66 | 409.62 | +0.11% |
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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