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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 1031 | 1180 | 1054 | 1697 | 2140 |
Fund Return | 6.59% | 3.06% | 17.97% | 1.78% | 11.16% | 7.9% |
Place in category | 248 | 251 | 225 | 281 | 115 | 86 |
% in Category | 66 | 67 | 68 | 83 | 40 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.26B | 6.65 | 2.03 | 8.17 | ||
Pax Large Cap Fund Institutional | 1.42B | 7.98 | 4.98 | - | ||
Pax Balanced Individual Investor | 1.38B | 3.73 | 1.32 | 6.60 | ||
Pax MSCI International ESG Idx Inst | 1.14B | 9.58 | 3.46 | 4.75 | ||
Pax Balanced Institutional | 938.25M | 3.85 | 1.57 | 6.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital World Gr&Inc | 57.2B | 8.72 | 4.25 | 7.57 | ||
American Funds Capital World Gr R6 | 34.78B | 8.87 | 4.60 | 7.93 | ||
Templeton Growth R | 53.95M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 292.64M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.16B | 7.71 | 3.26 | 3.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.52 | 442.57 | +0.22% | |
Linde PLC | IE000S9YS762 | 3.92 | 407.200 | +1.09% | |
Republic Services | US7607591002 | 3.83 | 188.64 | +0.65% | |
Waste Management | US94106L1098 | 3.81 | 203.64 | +1.20% | |
Schneider Electric | FR0000121972 | 3.46 | 221.20 | -3.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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