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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1033 | 1199 | 1369 | 1446 | 2223 |
Fund Return | 3.25% | 3.25% | 19.91% | 11.03% | 7.66% | 8.32% |
Place in category | 30 | 30 | 29 | 25 | 20 | 10 |
% in Category | 88 | 88 | 94 | 89 | 83 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000KAH8 | 1,106.99B | 39.66 | 7.02 | - | ||
AO Global High Quality Growth Eq Un | 700.77B | 36.50 | 4.26 | - | ||
AMOne DIAM Foreign Equity Index Fun | 512.94B | 15.79 | 21.03 | 14.00 | ||
AMOne Investment Sommelier | 389.78B | 2.35 | -3.45 | 1.05 | ||
AT No Load Developed Countr Equity | 542.81B | 20.70 | 21.88 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Daiwa US REIT Open Dividend 1 Month | 723.97B | 5.16 | 14.83 | 10.68 | ||
Fidelity US REIT Fund B UnHedged | 702.58B | 4.42 | 14.71 | 10.37 | ||
Daiwa US REIT Fund Dividend 1 Month | 183.29B | 5.21 | 14.88 | 10.70 | ||
GS US REIT B Div 1 Month UnHedged | 60.76B | 3.43 | 12.60 | 7.15 | ||
Fidelity US REIT Fund Asset GrowthD | 63B | 21.29 | 19.58 | 10.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Tower | US03027X1000 | 8.18 | 179.64 | +1.58% | |
VICI Properties | US9256521090 | 6.82 | 28.75 | -0.52% | |
Prologis | US74340W1036 | 6.52 | 104.53 | +2.60% | |
Realty Income | US7561091049 | 5.81 | 54.91 | +1.84% | |
Welltower | US95040Q1040 | 5.72 | 96.08 | +1.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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