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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1109 | 1203 | 1428 | 1911 | 3278 |
Fund Return | 6.27% | 10.85% | 20.29% | 12.61% | 13.83% | 12.6% |
Place in category | 2088 | 2010 | 932 | 525 | 127 | 88 |
% in Category | 28 | 27 | 15 | 11 | 4 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.24B | 3.48 | 2.58 | 5.26 | ||
MyFolio Market III Retail Acc | 2.24B | 3.31 | 2.22 | 4.77 | ||
MyFolio Market III Retail Platform | 2.24B | 3.48 | 2.55 | 5.16 | ||
Standard Life Small Inst S Acc | 958.83M | 2.17 | 2.13 | - | ||
MyFolio Market V Inst Acc | 617.55M | 6.96 | 6.28 | 8.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.73B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 21.73B | -0.58 | 2.17 | 8.35 | ||
MS Global Brands Fund Zg | 21.73B | -0.24 | 3.10 | 9.22 | ||
Developed World Index Sub Fund FleA | 22.44B | 8.76 | 10.37 | 12.24 | ||
Developed World Index Sub Fund Flex | 22.44B | 8.76 | 10.13 | 12.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.25 | 427.87 | +0.95% | |
Apple | US0378331005 | 4.51 | 193.12 | -1.91% | |
NVIDIA | US67066G1040 | 3.34 | 121.79 | +0.74% | |
Amazon.com | US0231351067 | 2.74 | 187.06 | +1.50% | |
Meta Platforms | US30303M1027 | 1.86 | 502.60 | +1.96% |
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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