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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1032 | 1099 | 864 | 1231 | 1629 |
Fund Return | 4.79% | 3.22% | 9.93% | -4.74% | 4.25% | 5% |
Place in category | 70 | 138 | 88 | 260 | 230 | 105 |
% in Category | 21 | 34 | 30 | 69 | 72 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 8B | 4.39 | 7.29 | 6.34 | ||
Thornburg Investment Income BuildeA | 4.31B | 4.29 | 7.02 | 6.05 | ||
Thornburg Limited-Term Muni Inst | 1.92B | -0.69 | -0.45 | 1.27 | ||
Thornburg International Value I | 1.58B | 6.52 | 1.16 | 6.17 | ||
Thornburg Global Opportunities I | 791.75M | 8.13 | 5.04 | 8.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 67.47B | 4.55 | -2.23 | 5.31 | ||
Vanguard International Growth Adm | 36.06B | 2.09 | -7.96 | 7.35 | ||
American Funds Europacific Growth F | 21.37B | 4.53 | -2.34 | 5.20 | ||
American Funds Europacific Growth A | 20.79B | 4.44 | -2.59 | 4.94 | ||
WCM Focused International Growth I | 18.15B | 5.18 | -1.20 | 8.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk A/S ADR | - | 6.09 | - | - | |
ASML Holding | NL0010273215 | 5.69 | 884.70 | +1.60% | |
Taiwan Semicon | TW0002330008 | 4.65 | 821.00 | -2.03% | |
Nestle | CH0038863350 | 4.37 | 95.76 | +0.21% | |
AstraZeneca | GB0009895292 | 3.47 | 12,128.0 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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