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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1172 | 1039 | 1172 | 1217 | 1365 | 2448 |
Fund Return | 17.2% | 3.87% | 17.2% | 6.77% | 6.42% | 9.37% |
Place in category | 496 | 568 | 496 | 307 | 196 | 122 |
% in Category | 93 | 91 | 93 | 79 | 62 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Stock Fund A USD | 3.77B | 8.32 | 9.41 | 10.54 | ||
Brandes US Value Fund I USD Acc | 1.32B | 5.62 | 10.71 | 10.03 | ||
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 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AbbVie Inc | - | 5.53 | - | - | |
AT&T Inc | - | 5.00 | - | - | |
Dominion Energy Inc | - | 4.20 | - | - | |
Verizon Communications Inc | - | 4.18 | - | - | |
Duke Energy Corp | - | 4.17 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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