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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1046 | 1184 | 1322 | 1804 | 2471 |
Fund Return | 5.78% | 4.55% | 18.43% | 9.74% | 12.53% | 9.47% |
Place in category | 134 | 224 | 70 | 14 | 14 | 31 |
% in Category | 28 | 41 | 20 | 3 | 5 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 3.6B | 4.25 | 6.11 | 10.23 | ||
Brandes US Value Fund I USD Acc | 1.35B | 5.62 | 10.71 | 10.03 | ||
IE00B94T1N53 | 631.8M | 7.05 | 6.30 | 9.30 | ||
IE00B61H9W66 | 631.8M | 3.59 | 4.04 | 8.86 | ||
Pzena US Large Cap Expanded Value F | 58.62M | 7.23 | 9.81 | 8.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 5.75 | - | - | |
Alphabet Inc Class C | - | 5.10 | - | - | |
Arch Capital Group Ltd | - | 3.85 | - | - | |
Comcast Corp Class A | - | 3.82 | - | - | |
The Cigna Group | - | 3.66 | - | - |
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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