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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 | 1169 | 1100 | 1149 | 1408 | 1643 | 2289 |
Fund Return | 16.92% | 9.97% | 14.85% | 12.08% | 10.44% | 8.64% |
Place in category | 504 | 369 | 462 | 285 | 47 | 63 |
% in Category | 65 | 45 | 62 | 43 | 12 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.82B | 10.14 | 17.72 | 13.36 | ||
DFA International Core Equity I | 37.3B | 26.06 | 17.72 | 8.22 | ||
DFA US Core Equity 2 I | 35.95B | 10.30 | 17.36 | 12.88 | ||
DFA Emerging Markets Core Equity I | 33.06B | 18.27 | 13.01 | 8.09 | ||
DFA US Large Cap Value I | 24.38B | 10.00 | 12.93 | 10.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 33.06B | 18.27 | 13.01 | 8.09 | ||
Fidelity Series Emerging Markets | 24.19B | 21.07 | 13.42 | 8.34 | ||
American Funds New World R6 | 23.92B | 18.31 | 14.04 | 9.11 | ||
American Funds New World F2 | 22.49B | 18.21 | 13.91 | 8.99 | ||
US00771X4198 | 21.34B | 3.20 | 10.79 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
3SBio | KYG8875G1029 | 0.58 | 29.90 | -1.64% | |
CSPC Pharma | HK1093012172 | 0.43 | 9.70 | 0.00% | |
Industrias CH | MXP524131127 | 0.39 | 171.00 | 0.00% | |
EMBRAER ON | BREMBRACNOR4 | 0.37 | 77.03 | -1.13% | |
Harmony Gold Mining | US4132163001 | 0.36 | 18.330 | -1.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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