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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 | 1241 | 1089 | 1156 | 1699 | 1649 | 2332 |
| Fund Return | 24.08% | 8.9% | 15.55% | 19.33% | 10.52% | 8.84% |
| Place in category | 453 | 470 | 457 | 189 | 72 | 102 |
| % in Category | 58 | 57 | 58 | 29 | 19 | 23 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA US Core Equity 1 I | 37.66B | 13.01 | 22.59 | 14.03 | ||
| DFA International Core Equity I | 36.98B | 29.27 | 22.94 | 8.98 | ||
| DFA US Core Equity 2 I | 35.81B | 13.08 | 22.15 | 13.58 | ||
| DFA US Large Cap Value I | 24.09B | 11.28 | 16.84 | 10.71 | ||
| DFA US Small Cap I | 16.98B | 6.26 | 15.35 | 10.11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity Series Emerging Markets | 25.88B | 30.35 | 20.92 | 9.40 | ||
| American Funds New World R6 | 23.65B | 23.36 | 19.02 | 9.93 | ||
| American Funds New World F2 | 22.14B | 23.24 | 18.88 | 9.81 | ||
| US00771X4198 | 21.54B | 6.11 | 14.41 | - | ||
| Vanguard Emerging Mkts Stock Idx Ad | 19.98B | 23.07 | 17.29 | 7.92 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 4.83 | 1,460.00 | 0.00% | |
| Tencent Holdings | KYG875721634 | 2.89 | 635.00 | +0.32% | |
| Samsung Electronics Co | KR7005930003 | 1.71 | 98,900 | +2.49% | |
| Taiwan Semiconductor | US8740391003 | 1.71 | 290.73 | +0.64% | |
| Alibaba | KYG017191142 | 1.12 | 167.80 | +1.94% |
| 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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