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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 | 1331 | 1135 | 1284 | 1753 | 1403 | - |
| Fund Return | 33.14% | 13.49% | 28.36% | 20.57% | 7.01% | - |
| Place in category | 226 | 312 | 265 | 279 | 311 | - |
| % in Category | 29 | 36 | 33 | 41 | 59 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 738.56B | 17.50 | 22.66 | 14.62 | ||
| Fidelity Contrafund | 161.96B | 19.86 | 31.10 | 16.58 | ||
| Fidelity Total Market Index Instl b | 122.65B | 16.87 | 21.85 | 14.04 | ||
| Fidelity Blue Chip Growth | 72.12B | 20.19 | 35.44 | 19.59 | ||
| Fidelity Growth Company | 71.61B | 25.24 | 34.26 | 20.88 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 32.82B | 27.45 | 20.93 | 8.52 | ||
| Fidelity Series Emerging Markets | 26.12B | 35.92 | 23.62 | 9.20 | ||
| American Funds New World R6 | 23.66B | 26.96 | 19.18 | 9.56 | ||
| American Funds New World F2 | 22.55B | 26.84 | 19.05 | 9.44 | ||
| US00771X4198 | 21.33B | 8.77 | 14.65 | - |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 10.71 | 1,410.00 | -2.08% | |
| Tencent Holdings | KYG875721634 | 5.47 | 610.50 | -1.05% | |
| Alibaba | KYG017191142 | 3.84 | 153.60 | -2.17% | |
| Samsung Electronics Co | KR7005930003 | 2.83 | 104,500 | +1.06% | |
| SK Hynix Inc | KR7000660001 | 1.35 | 552,000 | -1.08% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Neutral | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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