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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1058 | 1193 | 1320 | 1732 | 3577 |
Fund Return | 6.36% | 5.84% | 19.31% | 9.71% | 11.61% | 13.59% |
Place in category | 224 | 226 | 52 | 150 | 44 | 5 |
% in Category | 45 | 43 | 14 | 39 | 15 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.4B | 5.26 | 9.84 | 10.95 | ||
Global Stock Fund GBP Distributing | 4.4B | 5.28 | 9.48 | 10.81 | ||
US Stock Fund GBP Inc | 2.87B | 6.33 | 9.71 | 13.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.13B | 4.37 | 9.66 | 12.42 | ||
US Stock Fund GBP Inc | 2.87B | 6.33 | 9.71 | 13.60 | ||
MFSM US Value Fund I1 GBP | 1.91B | 5.11 | 11.87 | 11.29 | ||
Fidelity American Special Situation | 53.79M | 2.99 | 12.95 | 11.07 | ||
Fidelity American Special Situatiow | 531.27M | 6.45 | 11.22 | 12.25 |
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 | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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