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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1046 | 1259 | 1220 | 1754 | 2993 |
Fund Return | 7.49% | 4.63% | 25.89% | 6.86% | 11.89% | 11.59% |
Place in category | 552 | 957 | 387 | 757 | 748 | 201 |
% in Category | 23 | 40 | 16 | 46 | 53 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
North American Equity Fund A USD Ac | 296.44M | 5.84 | 9.00 | 10.66 | ||
North American Equity Fund B USD Ac | 296.44M | 5.66 | 7.90 | 9.21 | ||
North American Equity Fund C USD Ac | 296.44M | 5.57 | 7.37 | 8.97 | ||
World Equity Fund I USD Acc | 254.12M | 6.49 | 6.52 | 9.83 | ||
World Equity Fund A USD Acc | 254.12M | 4.18 | 8.47 | 8.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US 500 Stock Index Ins USD | 12.06B | 7.01 | 11.30 | 11.98 | ||
US 500 Stock Index Institutional Pl | 12.06B | 7.02 | 11.34 | 12.03 | ||
US 500 Stock Index Inv USD | 12.06B | 7.01 | 11.30 | 11.89 | ||
North America Index Sub Fund Flex A | 3.43B | 6.31 | 10.38 | 11.63 | ||
North America Index Sub Fund Inc | 3.43B | 5.19 | 6.64 | 11.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 6.02 | - | - | |
Microsoft Corp | - | 4.77 | - | - | |
NVIDIA Corp | - | 3.71 | - | - | |
S&P500 Emini Jun 24 | - | 3.40 | - | - | |
Amazon.com Inc | - | 2.37 | - | - |
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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