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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1262 | 1390 | 1696 | 2148 |
Fund Return | 9.37% | 9.37% | 26.19% | 11.59% | 11.15% | 7.94% |
Place in category | 67 | 67 | 28 | 16 | 18 | 22 |
% in Category | 33 | 33 | 15 | 10 | 13 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Saison Asset Builder Expert Fund | 329.23B | 12.75 | 14.16 | 12.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nomura Nomu Wrap Fund Neutral | 385.23B | 7.16 | 8.56 | 6.54 | ||
Nikko Trichotomy REIT Bond Eq Div 1 | 263.16B | 7.35 | 4.26 | 5.42 | ||
SMTAM Diversified Investment Core S | 216.42B | 6.39 | 4.83 | 3.20 | ||
Nomura My Balance 70 DC | 203.93B | 12.30 | 12.13 | 9.06 | ||
JPM Best Income Dividend 1 Month | 125.84B | -6.55 | -2.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard 500 Index Admiral | - | 32.57 | - | - | |
Vanguard US Govt Bd Idx Inv EUR Acc | IE0007470952 | 27.05 | - | - | |
Vanguard Euro Government Bond Index Fund Instituti | IE0007472990 | 18.92 | 205.775 | +0.01% | |
Vanguard European Stock Instl | - | 8.21 | - | - | |
Vanguard Emerging Mkts Stock Idx Inv | - | 5.33 | - | - |
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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