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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1034 | 1111 | 1173 | 1397 | 1748 |
Fund Return | 3.84% | 3.36% | 11.13% | 5.47% | 6.92% | 5.74% |
Place in category | 35 | 48 | 57 | 20 | 35 | 25 |
% in Category | 13 | 15 | 19 | 5 | 11 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.2B | 8.38 | 8.38 | 12.71 | ||
Pioneer Fundamental Growth Y | 4.59B | 7.10 | 8.38 | 14.00 | ||
Pioneer Disciplined Growth A | 1.86B | 3.99 | 6.63 | 13.20 | ||
Pioneer Core Equity A | 1.81B | 3.81 | 4.34 | 10.45 | ||
Pioneer Fundamental Growth A | 1.44B | 6.99 | 8.11 | 13.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.63B | 0.77 | 2.87 | 4.84 | ||
First Eagle Global I | 34.55B | 4.52 | 4.88 | 6.53 | ||
American Funds Capital Income Bld | 16.87B | 0.87 | 3.21 | 5.17 | ||
American Funds Global Balanced R6 | 15.88B | 0.74 | 1.26 | 4.67 | ||
First Eagle Global A | 14.46B | 4.44 | 4.63 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ABN AMRO | NL0011540547 | 2.67 | 15.67 | -6.11% | |
KB Financial Group | KR7105560007 | 2.29 | 83,000 | +4.27% | |
Energy Transfer LP | - | 2.11 | - | - | |
MPLX LP Partnership Units | - | 2.05 | - | - | |
Shell PLC ADR (Representing - Ordinary Shares) | - | 2.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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