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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 | 1359 | 1149 | 1311 | 1889 | 1447 | 2411 |
| Fund Return | 35.92% | 14.91% | 31.07% | 23.62% | 7.67% | 9.2% |
| Place in category | 115 | 188 | 147 | 83 | 247 | 57 |
| % in Category | 15 | 21 | 18 | 12 | 49 | 13 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 736.94B | 17.50 | 22.66 | 14.62 | ||
| Fidelity Contrafund | 163.06B | 19.86 | 31.10 | 16.58 | ||
| Fidelity Total Market Index Instl b | 122.54B | 16.87 | 21.85 | 14.04 | ||
| Fidelity Blue Chip Growth | 73.54B | 20.19 | 35.44 | 19.59 | ||
| Fidelity Growth Company | 73.1B | 25.24 | 34.26 | 20.88 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 32.76B | 27.45 | 20.93 | 8.52 | ||
| American Funds New World R6 | 23.61B | 26.96 | 19.18 | 9.56 | ||
| American Funds New World F2 | 22.53B | 26.84 | 19.05 | 9.44 | ||
| US00771X4198 | 21.42B | 8.77 | 14.65 | - | ||
| Vanguard Emerging Mkts Stock Idx Ad | 20.23B | 24.82 | 19.23 | 7.48 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 12.71 | 1,440.00 | +0.35% | |
| Tencent Holdings | KYG875721634 | 7.18 | 611.50 | 0.00% | |
| Alibaba | KYG017191142 | 3.99 | 151.50 | +0.60% | |
| Samsung Electronics Co | KR7005930003 | 3.86 | 100,500 | -2.90% | |
| SK Hynix Inc | KR7000660001 | 2.21 | 530,000 | -2.57% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Strong Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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