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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 | 1034 | 1019 | 1075 | 1142 | 1508 | 1459 |
| Fund Return | 3.36% | 1.87% | 7.46% | 4.53% | 8.56% | 3.85% |
| Place in category | 395 | 376 | 361 | 315 | 141 | 133 |
| % in Category | 49 | 51 | 48 | 46 | 29 | 32 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA US Core Equity 1 I | 37.27B | 13.01 | 22.59 | 14.03 | ||
| DFA International Core Equity I | 36.84B | 29.27 | 22.94 | 8.98 | ||
| DFA US Core Equity 2 I | 35.29B | 13.08 | 22.15 | 13.58 | ||
| DFA Emerging Markets Core Equity I | 32.89B | 24.08 | 19.33 | 8.84 | ||
| DFA US Large Cap Value I | 23.87B | 11.28 | 16.84 | 10.71 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 32.89B | 24.08 | 19.33 | 8.84 | ||
| Fidelity Series Emerging Markets | 25.88B | 30.35 | 20.92 | 9.40 | ||
| American Funds New World R6 | 23.62B | 23.36 | 19.02 | 9.93 | ||
| American Funds New World F2 | 22.34B | 23.24 | 18.88 | 9.81 | ||
| US00771X4198 | 21.37B | 6.11 | 14.41 | - |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 6.76 | 1,450.00 | -2.36% | |
| Tencent Holdings | KYG875721634 | 4.47 | 627.50 | +3.21% | |
| Samsung Electronics Co | KR7005930003 | 2.38 | 98,100 | +0.20% | |
| Alibaba | KYG017191142 | 1.31 | 161.90 | +4.86% | |
| Alibaba ADR | US01609W1027 | 1.19 | 174.27 | +4.32% |
| 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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