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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 | 1251 | 1068 | 1231 | 1888 | 2106 | 2703 |
| Fund Return | 25.11% | 6.83% | 23.06% | 23.6% | 16.06% | 10.45% |
| Place in category | 404 | 585 | 87 | 34 | 1 | 16 |
| % in Category | 50 | 74 | 11 | 6 | 1 | 4 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID I | 6.92B | -5.00 | 11.16 | 11.21 | ||
| Eaton Vance Atlanta Capital SMID R6 | 4.94B | -4.95 | 11.24 | 11.30 | ||
| Eaton Vance National Municipal IncI | 3.07B | 1.16 | 5.09 | 2.79 | ||
| Eaton Vance Tx-Mgd Growth 1.1 A | 2.46B | 13.97 | 25.15 | 14.64 | ||
| Eaton Vance Tx-Mgd Growth 1.0 | 1.62B | 14.21 | 25.46 | 14.97 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 33.36B | 24.08 | 19.33 | 8.84 | ||
| Fidelity Series Emerging Markets | 25.88B | 30.35 | 20.92 | 9.40 | ||
| American Funds New World R6 | 23.87B | 23.36 | 19.02 | 9.93 | ||
| American Funds New World F2 | 22.58B | 23.24 | 18.88 | 9.81 | ||
| US00771X4198 | 21.59B | 6.11 | 14.41 | - |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 3.65 | 1,450.00 | -0.68% | |
| Bank of Cyprus Holdings | IE00BD5B1Y92 | 2.78 | 8.00 | +2.56% | |
| National Bank of Greece | GRS003003035 | 2.31 | 12.690 | -0.28% | |
| Samsung Electronics Co | KR7005930003 | 1.85 | 102,000 | +3.24% | |
| Eurobank Ergasias | GRS323003012 | 1.82 | 3.37 | -0.30% |
| 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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