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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 | 1357 | 1121 | 1309 | 1984 | 1990 | 2226 |
| Fund Return | 35.69% | 12.07% | 30.91% | 25.66% | 14.75% | 8.33% |
| Place in category | 125 | 465 | 152 | 31 | 17 | 119 |
| % in Category | 17 | 55 | 19 | 6 | 3 | 26 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructur | 10.8B | 21.16 | 14.03 | 9.61 | ||
| Lazard Emerging Markets Equity Inst | 5.89B | 35.66 | 25.66 | 8.33 | ||
| Lazard International Strategic Eq I | 1.53B | 23.94 | 15.28 | 6.00 | ||
| Lazard International Equity Instl | 1.01B | 30.23 | 21.02 | 6.57 | ||
| Lazard Emerging Markets Equity Open | 361.24M | 35.40 | 25.32 | 8.05 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 33.33B | 27.45 | 20.93 | 8.52 | ||
| Fidelity Series Emerging Markets | 26.63B | 35.92 | 23.62 | 9.20 | ||
| 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 | - |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 4.44 | 1,435.00 | -0.35% | |
| SK Hynix Inc | KR7000660001 | 2.74 | 530,000 | -2.57% | |
| China Construction Bank | CNE1000002H1 | 2.37 | 8.170 | -0.73% | |
| ASE Industrial | TW0003711008 | 1.81 | 230.50 | +5.98% | |
| Shinhan Financial Group | KR7055550008 | 1.78 | 78,000 | -0.38% |
| 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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