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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1055 | 1144 | 1217 | 1538 | 2042 |
Fund Return | 4.7% | 5.5% | 14.37% | 6.77% | 8.98% | 7.4% |
Place in category | 43 | 19 | 51 | 17 | 25 | 15 |
% in Category | 25 | 14 | 38 | 14 | 24 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Partners All Cap Value Instl | 1.23B | 2.74 | 6.65 | 9.60 | ||
Boston Partners Long/Short Rsrch In | 553.3M | 5.97 | 9.65 | 5.21 | ||
Boston Partners Small Cap Value II | 523.56M | -0.12 | 1.72 | 6.93 | ||
Boston Partners All Cap Value Inv | 216.37M | 4.09 | 10.52 | 9.55 | ||
Boston Partners Global Long/Short I | 158.72M | 5.57 | 11.80 | 5.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Global Stock | 10.36B | 3.22 | 6.56 | 8.04 | ||
Franklin Mutual Global Discovery A | 5.34B | 2.50 | 7.32 | 6.00 | ||
Franklin Mutual Global Discovery Z | 3.23B | 2.59 | 7.60 | 6.28 | ||
Franklin Mutual Beacon Z | 2.1B | 3.85 | 3.15 | 6.92 | ||
SEI Global Managed Volatility A (SI | 2.01B | 4.35 | 6.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CRH | IE0001827041 | 2.57 | 6,118.0 | -1.55% | |
Siemens AG | DE0007236101 | 2.18 | 176.26 | +0.08% | |
TotalEnergies SE | FR0000120271 | 2.00 | 67.01 | +2.60% | |
Shell | GB00BP6MXD84 | 1.98 | 33.21 | +0.70% | |
JPMorgan | US46625H1005 | 1.78 | 202.63 | +1.66% |
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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