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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1037 | 999 | 1131 | 1107 | 1089 |
Fund Return | 1.35% | 3.73% | -0.15% | 4.18% | 2.05% | 0.86% |
Place in category | 131 | 134 | 128 | 114 | 105 | 54 |
% in Category | 96 | 98 | 98 | 98 | 94 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Phaidros Funds Balanced C | 1.7B | 4.57 | 2.75 | 6.85 | ||
Phaidros Funds Balanced A | 1.7B | 4.34 | 2.09 | 6.20 | ||
Phaidros Funds Balanced B | 1.7B | 4.52 | 2.91 | 7.15 | ||
Phaidros Funds Balanced D | 1.7B | 4.33 | 2.10 | 6.25 | ||
Phaidros Funds Balanced E | 1.7B | 4.55 | 2.72 | 6.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0171301533 | 1.69B | 21.09 | 8.66 | -1.18 | ||
LU0408222247 | 14.22M | 15.23 | 28.39 | 2.79 | ||
LU0171304552 | 123.42M | - | - | - | ||
LU0252963896 | 162.92M | - | - | - | ||
LU0374901568 | 469.24M | 10.78 | 28.96 | -2.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
National Oilwell Varco Inc | - | 3.81 | - | - | |
Equinor | NO0010096985 | 3.78 | 302.85 | +1.63% | |
Halliburton Co | - | 3.55 | - | - | |
Royal Dutch Shell PLC Class A | GB00B03MLX29 | 3.52 | - | - | |
Ecolab Inc | - | 3.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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