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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1006 | 1198 | 1070 | 1487 | 2079 |
Fund Return | 5.67% | 0.65% | 19.82% | 2.29% | 8.26% | 7.6% |
Place in category | 87 | 363 | 31 | 132 | 39 | 2 |
% in Category | 28 | 98 | 9 | 37 | 12 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.22B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Growth C | 14.22B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.22B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.22B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InC | 2.98B | 5.23 | 1.26 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 60.96B | 3.78 | 3.12 | 4.97 | ||
First Eagle Global I | 34.25B | 8.07 | 4.67 | 6.77 | ||
American Funds Capital Income Bld | 16.56B | 3.92 | 3.46 | 5.30 | ||
American Funds Global Balanced R6 | 16.08B | 3.86 | 1.76 | 4.80 | ||
First Eagle Global A | 14.25B | 7.96 | 4.41 | 6.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P Global | US78409V1044 | 3.27 | 434.40 | -0.64% | |
Us Long Bond(Cbt) Jun24 Xcbt 20240618 | - | 3.24 | - | - | |
Amazon.com | US0231351067 | 3.23 | 183.66 | -0.09% | |
Alphabet A | US02079K3059 | 3.15 | 176.79 | +0.93% | |
NVIDIA | US67066G1040 | 2.76 | 131.88 | +1.75% |
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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