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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1083 | 1247 | 1310 | 1809 | 2723 |
Fund Return | 8.32% | 8.32% | 24.69% | 9.41% | 12.59% | 10.54% |
Place in category | 272 | 272 | 80 | 97 | 38 | 12 |
% in Category | 59 | 59 | 18 | 23 | 17 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 5.68B | 5.66 | 8.64 | 8.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brandes US Value Fund I USD Acc | 1.31B | 5.62 | 10.71 | 10.03 | ||
IE00B61H9W66 | 615.7M | 7.05 | 6.30 | 9.30 | ||
IE00B94T1N53 | 615.7M | 7.05 | 6.30 | 9.30 | ||
Pzena US Large Cap Expanded Value F | 57.01M | 7.23 | 9.81 | 8.88 | ||
IE00B8DGGQ84 | 770.66K | 10.15 | 13.01 | 10.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.34 | - | - | |
Charles Schwab Corp | - | 4.16 | - | - | |
Alphabet Inc Class C | - | 3.92 | - | - | |
Fiserv Inc | - | 3.48 | - | - | |
MetLife Inc | - | 3.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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