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LONDON - Utilico Emerging Markets Trust PLC (UEM) reported that its net asset value (NAV) total return increased by 1.4% in April, significantly outperforming the MSCI Emerging...
Investing.com -- Cash attracted the strongest investor interest in the week to May 7, with money market funds pulling in $51.9 billion, the largest weekly inflow in over two...
Investing.com -- JPMorgan strategist Mislav Matejka said U.S. equities remain expensive and sentiment is still elevated, warning that the market is “not a good place to hide in, in...
There’s a danger that every piece on regional equity markets I write currently goes along the lines of “if you’re worried about US exposure, consider diversifying to x”: “x” being...
U.S. stock market has outperformed other markets in the last 15 years, but this has not always been the case Which is why diversification across geographical areas is critical Some...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1165 | 1129 | 1159 | 1419 | 1378 | 1692 |
Fund Return | 16.54% | 12.89% | 15.92% | 12.38% | 6.62% | 5.4% |
Place in category | 292 | 239 | 298 | 133 | 174 | 213 |
% in Category | 37 | 34 | 39 | 22 | 36 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AQR Long-Short Equity I | 4.83B | 16.48 | 26.90 | 11.43 | ||
AQR Large Cap Defensive Style I | 1.26B | 5.53 | 9.36 | 10.74 | ||
AQR Large Cap Multi-Style R6 | 932.19M | 11.69 | 17.53 | 11.80 | ||
AQR Large Cap Defensive Style R6 | 680.23M | 5.55 | 9.44 | 10.82 | ||
AQR International Multi-Style R6 | 548.27M | 26.48 | 17.22 | 6.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 30.45B | 15.37 | 11.94 | 6.84 | ||
Fidelity Series Emerging Markets | 24.19B | 18.29 | 12.50 | 7.21 | ||
American Funds New World R6 | 22.5B | 14.84 | 11.91 | 7.91 | ||
US00771X4198 | 21.13B | 2.36 | 10.11 | - | ||
American Funds New World F2 | 21.04B | 14.75 | 11.79 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 10.26 | 1,135.00 | -4.22% | |
Tencent Holdings | KYG875721634 | 3.81 | 600.50 | +1.26% | |
Limited Purpose Cash Investment | - | 3.31 | - | - | |
China Construction Bank | CNE1000002H1 | 2.29 | 7.740 | 0.00% | |
Alibaba | KYG017191142 | 1.96 | 118.20 | +2.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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