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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1252 | 1058 | 1268 | 1260 | 1424 | 2263 |
Fund Return | 25.18% | 5.76% | 26.78% | 8% | 7.33% | 8.51% |
Place in category | 578 | 1043 | 720 | 723 | 1098 | 353 |
% in Category | 35 | 60 | 44 | 50 | 86 | 59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Trimark Fund SC | 3.87B | 25.69 | 8.49 | 9.04 | ||
Trimark Fund Series F | 3.87B | 26.52 | 9.27 | 9.66 | ||
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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