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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 | 1307 | 1122 | 1270 | 1881 | 1516 | 2025 |
| Fund Return | 30.72% | 12.17% | 26.97% | 23.45% | 8.68% | 7.31% |
| Place in category | 326 | 385 | 306 | 81 | 160 | 189 |
| % in Category | 43 | 50 | 40 | 13 | 39 | 47 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| AQR Long-Short Equity I | 5.68B | 26.34 | 30.00 | 11.65 | ||
| AQR Large Cap Defensive Style I | 1.23B | 6.87 | 10.63 | 10.89 | ||
| AQR Large Cap Multi-Style R6 | 975.89M | 21.02 | 22.69 | 12.92 | ||
| AQR Large Cap Defensive Style R6 | 705.27M | 6.88 | 10.70 | 10.98 | ||
| AQR International Multi-Style R6 | 576.21M | 35.16 | 23.50 | 7.98 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 32.65B | 27.45 | 20.93 | 8.52 | ||
| Fidelity Series Emerging Markets | 26.63B | 35.92 | 23.62 | 9.20 | ||
| American Funds New World R6 | 23.98B | 26.96 | 19.18 | 9.56 | ||
| American Funds New World F2 | 22.75B | 26.84 | 19.05 | 9.44 | ||
| US00771X4198 | 21.56B | 8.77 | 14.65 | - |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 11.32 | 1,510.00 | +0.00% | |
| Limited Purpose Cash Investment | - | 5.38 | - | - | |
| Tencent Holdings | KYG875721634 | 4.68 | 619.00 | -1.59% | |
| Alibaba | KYG017191142 | 3.37 | 154.90 | -2.58% | |
| SK Hynix Inc | KR7000660001 | 2.42 | 548,000 | -6.48% |
| 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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