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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1044 | 1186 | 1195 | 1659 | 2647 |
Fund Return | 4.25% | 4.37% | 18.62% | 6.11% | 10.66% | 10.23% |
Place in category | 260 | 191 | 58 | 148 | 49 | 8 |
% in Category | 53 | 35 | 17 | 39 | 17 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 5.52B | 3.20 | 6.25 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brandes US Value Fund I USD Acc | 1.34B | 5.62 | 10.71 | 10.03 | ||
IE00B61H9W66 | 619.09M | 3.59 | 4.04 | 8.86 | ||
IE00B94T1N53 | 619.09M | 3.59 | 4.04 | 8.86 | ||
Pzena US Large Cap Expanded Value F | 56.48M | 2.10 | 6.78 | 8.34 | ||
IE00B8DGGQ84 | 739.89K | 5.78 | 9.74 | 9.47 |
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 | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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