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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 883 | 943 | 954 | 1172 | 1233 | 2251 |
Fund Return | -11.7% | -5.65% | -4.64% | 5.44% | 4.27% | 8.45% |
Place in category | 41 | 317 | 24 | 164 | 179 | 94 |
% in Category | 6 | 57 | 4 | 44 | 64 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1560650563 | 864.5M | - | - | - | ||
Fidelity Global Technology A-Acc | 253.72M | -8.24 | 26.64 | - | ||
Global Dividend Fund A MINCOME G US | 761.56M | 1.82 | 2.80 | 5.91 | ||
Global Dividend Fund A Acc USD | 1.42B | 1.86 | 2.81 | 5.91 | ||
Global Dividend Fund A QINCOME G US | 106.58M | 1.82 | 2.81 | 5.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Robeco BP US Premium Equities I $ | 5.22B | 4.06 | 10.16 | 9.34 | ||
Robeco BP US Premium Equities K $ | 5.22B | 4.06 | 10.16 | 9.34 | ||
Robeco BP US Premium Equities F $ | 5.22B | 2.47 | 5.91 | 8.96 | ||
LU0226953718 | 5.22B | -1.43 | 12.22 | 7.39 | ||
LU2216803838 | 5.22B | -0.62 | 13.32 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McKesson | US58155Q1031 | 4.49 | 560.73 | +0.48% | |
Berkshire Hathaway B | US0846707026 | 4.16 | 407.41 | +0.38% | |
Elevance Health | US0367521038 | 4.15 | 521.22 | -4.18% | |
Wells Fargo&Co | US9497461015 | 3.63 | 60.21 | +0.89% | |
Cheniere Energy | US16411R2085 | 3.61 | 156.98 | -0.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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