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Investing.com -- Global equity markets gained 9.1% in the first half of the year despite significant volatility, with the MSCI AC World Index reaching an all-time high. Markets...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1112 | 1052 | 1119 | 1575 | 1468 | 2303 |
| Fund Return | 11.15% | 5.24% | 11.91% | 16.35% | 7.98% | 8.7% |
| Place in category | 341 | 242 | 297 | 15 | 204 | 7 |
| % in Category | 89 | 69 | 79 | 5 | 60 | 3 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Loomis Sayles Growth A | 18B | 16.50 | 33.16 | 16.79 | ||
| Loomis Sayles Growth N | 18B | 16.86 | 33.62 | 17.18 | ||
| Loomis Sayles Growth C | 18B | 15.81 | 32.16 | 15.91 | ||
| Loomis Sayles Growth Y | 18B | 16.75 | 33.49 | 17.07 | ||
| Loomis Sayles Global Equity and InY | 2.83B | 11.41 | 16.64 | 8.97 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Income Fund of Amer | 81.68B | 14.69 | 14.67 | 8.86 | ||
| American Funds Income Fund of A R6 | 25.65B | 14.35 | 12.65 | 8.48 | ||
| Vanguard STAR Inv | 23.76B | 14.24 | 14.62 | 8.64 | ||
| Vanguard LifeStrategy Moderate Gr I | 23.46B | 15.28 | 14.78 | 7.83 | ||
| American Funds Global Balanced R6 | 17.27B | 15.93 | 14.25 | 6.88 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 4.51 | 188.15 | +0.04% | |
| Amazon.com | US0231351067 | 3.40 | 244.41 | +0.56% | |
| Us 5yr Note (Cbt) Dec25 Xcbt 20251231 | - | 3.35 | - | - | |
| S&P Global | US78409V1044 | 3.26 | 496.42 | +1.31% | |
| Mastercard | US57636Q1040 | 3.05 | 551.97 | -0.24% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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