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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1067 | 1211 | 1102 | 1434 | 1946 |
Fund Return | 6.67% | 6.67% | 21.12% | 3.31% | 7.48% | 6.89% |
Place in category | 42 | 42 | 8 | 151 | 43 | 9 |
% in Category | 15 | 15 | 3 | 41 | 13 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 13.15B | 12.30 | 12.10 | 15.25 | ||
Loomis Sayles Growth C | 13.15B | 12.08 | 11.25 | 14.39 | ||
Loomis Sayles Growth N | 13.15B | 12.37 | 12.48 | 15.63 | ||
Loomis Sayles Growth Y | 13.15B | 12.40 | 12.39 | 15.55 | ||
Loomis Sayles Global Equity and InY | 2.9B | 6.91 | 4.34 | 7.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 60.37B | 3.74 | 4.78 | 5.37 | ||
First Eagle Global I | 33.73B | 6.54 | 6.87 | 6.73 | ||
American Funds Global Balanced R6 | 15.61B | 3.67 | 3.08 | 5.10 | ||
American Funds Capital Income Bld | 16.55B | 3.82 | 5.12 | 5.70 | ||
First Eagle Global A | 14.2B | 6.48 | 6.61 | 6.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 3.33 | 186.24 | +0.82% | |
S&P Global | US78409V1044 | 3.11 | 425.17 | +1.97% | |
2 Year Treasury Note Future June 24 | - | 2.75 | - | - | |
Mastercard | US57636Q1040 | 2.71 | 443.61 | +0.57% | |
Linde PLC | IE000S9YS762 | 2.69 | 392.200 | +1.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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