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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 920 | 1058 | 1241 | 1001 | - |
Fund Return | 4.06% | -8% | 5.78% | 7.48% | 0.01% | - |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B1P83Q26 | 3.79B | 10.31 | 6.83 | 6.38 | ||
IE0004621052 | 2.53B | 21.43 | 3.23 | 12.69 | ||
IE00BG0D0J96 | 1.96B | 7.77 | -0.02 | - | ||
IE00BG0D0K02 | 1.96B | 5.78 | -3.76 | - | ||
IE00BJYLJ716 | 1.62B | -16.24 | -13.88 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BJ023R69 | 21.08B | 6.17 | 8.43 | - | ||
IE00B03HD316 | 18.91B | -23.27 | 4.15 | 8.07 | ||
Vanguard US 500 Stock Inst Acc | 11.6B | 10.05 | 8.31 | 10.13 | ||
IE00BZ4D7648 | 6.04B | 23.96 | -4.03 | - | ||
IE00BTN23623 | 6.04B | 23.86 | -4.04 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Artisan Global Value I EUR Acc | IE00B4M6YD48 | 12.70 | - | - | |
iShares Edge MSCI USA Value Factor | IE00BD1F4M44 | 6.35 | 9.32 | +0.19% | |
Microsoft | US5949181045 | 2.01 | 406.32 | +1.82% | |
Berkshire Hathaway B | US0846707026 | 1.94 | 401.65 | -0.81% | |
Alphabet A | US02079K3059 | 1.81 | 171.95 | +10.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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