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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1048 | 1021 | 1116 | 1115 | 1291 | 1424 |
| Fund Return | 4.76% | 2.07% | 11.58% | 3.69% | 5.24% | 3.6% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Advisor | 14.12B | 15.15 | 24.72 | 16.20 | ||
| AB International Strat Eqs Adv | 8.34B | 37.45 | 24.53 | - | ||
| AB Large Cap Growth Z | 6.27B | 15.15 | 24.78 | 16.28 | ||
| AB Diversified Municipal | 5.24B | 4.07 | 4.84 | 2.04 | ||
| AB Intermediate Diversified Muni Ad | 5.24B | 4.14 | 4.88 | 2.07 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Dodge & Cox International Stock | 46.48B | 31.78 | 20.63 | 7.87 | ||
| Fidelity Series International VVV | 16.15B | 37.58 | 25.63 | 8.88 | ||
| Causeway International Value Instl | 16.67B | 30.23 | 25.10 | 8.35 | ||
| DFA International Value I | 12.06B | 34.76 | 23.47 | 9.02 | ||
| Vanguard International Value Inv | 11.53B | 24.57 | 17.67 | 7.17 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Roche Holding Participation | CH0012032048 | 3.51 | 322.00 | +2.12% | |
| Shell | GB00BP6MXD84 | 3.37 | 31.13 | -0.83% | |
| NatWest Group | GB00BM8PJY71 | 2.90 | 619.40 | +0.07% | |
| Sony | JP3435000009 | 2.78 | 4,182.0 | -2.88% | |
| Airbus Group | NL0000235190 | 2.51 | 193.98 | -0.75% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | BUY | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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