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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1219 | 1430 | 1867 | 3597 |
Fund Return | 9.39% | 9.39% | 21.86% | 12.67% | 13.3% | 13.65% |
Place in category | 256 | 256 | 86 | 96 | 33 | 10 |
% in Category | 55 | 55 | 21 | 23 | 15 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.5B | 6.70 | 11.51 | 10.91 | ||
Global Stock Fund GBP Accumulating | 4.5B | 6.70 | 11.88 | 11.06 | ||
US Stock Fund GBP Inc | 2.98B | 9.36 | 12.67 | 13.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.1B | 9.66 | 12.93 | 12.65 | ||
US Stock Fund GBP Inc | 2.98B | 9.36 | 12.67 | 13.66 | ||
MFSM US Value Fund I1 GBP | 1.87B | 5.11 | 11.87 | 11.29 | ||
Fidelity American Special Situatiow | 550.54M | 8.56 | 12.93 | 12.39 | ||
Fidelity American Special Situation | 55.73M | 2.99 | 12.95 | 11.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.14 | 74.26 | +1.14% | |
Wells Fargo&Co | US9497461015 | 3.99 | 61.10 | +1.24% | |
Alphabet C | US02079K1079 | 3.88 | 157.95 | +1.43% | |
Occidental | US6745991058 | 3.24 | 67.00 | +0.56% | |
MetLife | US59156R1086 | 3.10 | 71.96 | +1.20% |
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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