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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 | 1029 | 995 | 945 | 1105 | 915 | 1427 |
Fund Return | 2.94% | -0.49% | -5.48% | 3.39% | -1.75% | 3.62% |
Place in category | 698 | 626 | 656 | 539 | 475 | 145 |
% in Category | 75 | 65 | 79 | 75 | 82 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 75.42B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 31.54B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 22.23B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.78B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.5B | 6.56 | 8.67 | 9.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 31.19B | 15.37 | 11.94 | 6.84 | ||
Fidelity Series Emerging Markets | 24.19B | 18.29 | 12.50 | 7.21 | ||
American Funds New World R6 | 22.76B | 14.84 | 11.91 | 7.91 | ||
US00771X4198 | 21B | 2.36 | 10.11 | - | ||
American Funds New World F2 | 21.31B | 14.75 | 11.79 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tencent Holdings Ltd | - | 6.00 | - | - | |
Alibaba Group Holding Ltd ADR | - | 5.35 | - | - | |
Samsung Electronics Co | KR7005930003 | 4.34 | 69,700 | +0.14% | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.14 | - | - | |
China Construction Bank | CNE1000002H1 | 2.14 | 7.510 | -0.27% |
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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