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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1120 | 1151 | 1357 | 1756 | 2602 |
Fund Return | 5.62% | 12.01% | 15.06% | 10.71% | 11.92% | 10.03% |
Place in category | 53 | 62 | 111 | 44 | 20 | 16 |
% in Category | 11 | 11 | 29 | 13 | 9 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brandes European Value Fund A USD A | 438.03M | -1.43 | 6.86 | 3.23 | ||
Brandes European Value Fund I USD A | 438.03M | -1.28 | 7.80 | 3.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 3.77B | 8.32 | 9.41 | 10.54 | ||
IE00B61H9W66 | 621.22M | 7.05 | 6.30 | 9.30 | ||
IE00B94T1N53 | 621.22M | 7.05 | 6.30 | 9.30 | ||
Pzena US Large Cap Expanded Value F | 58.12M | 7.23 | 9.81 | 8.88 | ||
IE00B8DGGQ84 | 770.66K | 10.15 | 13.01 | 10.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.32 | 59.50 | +0.30% | |
Chevron | US1667641005 | 3.16 | 159.56 | -1.06% | |
Bank of America | US0605051046 | 2.98 | 36.94 | -0.19% | |
Merck&Co | US58933Y1055 | 2.97 | 128.82 | -0.31% | |
Halliburton | US4062161017 | 2.88 | 36.33 | -3.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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