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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 | 1158 | 1131 | 1148 | 1387 | 1472 | 1889 |
Fund Return | 15.84% | 13.05% | 14.77% | 11.53% | 8.04% | 6.57% |
Place in category | 364 | 210 | 385 | 211 | 100 | 110 |
% in Category | 48 | 29 | 51 | 33 | 24 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA US Core Equity 1 I | 37.1B | 7.24 | 15.30 | 12.41 | ||
DFA International Core Equity I | 36.44B | 20.01 | 13.74 | 7.01 | ||
DFA US Core Equity 2 I | 35.3B | 7.10 | 14.86 | 11.91 | ||
DFA Emerging Markets Core Equity I | 31.22B | 15.37 | 11.94 | 6.84 | ||
DFA US Large Cap Value I | 24.35B | 5.41 | 10.28 | 9.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 31.22B | 15.37 | 11.94 | 6.84 | ||
Fidelity Series Emerging Markets | 24.19B | 18.29 | 12.50 | 7.21 | ||
American Funds New World R6 | 22.67B | 14.84 | 11.91 | 7.91 | ||
US00771X4198 | 20.99B | 2.36 | 10.11 | - | ||
American Funds New World F2 | 21.23B | 14.75 | 11.79 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 4.58 | 1,160.00 | -2.52% | |
Tencent Holdings | KYG875721634 | 3.43 | 596.50 | +0.42% | |
Samsung Electronics Co | KR7005930003 | 1.90 | 69,700 | +0.14% | |
Alibaba | KYG017191142 | 1.46 | 115.70 | -0.09% | |
SK Hynix Inc | KR7000660001 | 1.29 | 269,000 | +0.19% |
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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