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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 953 | 911 | 986 | 1081 | 1688 | 1795 |
Fund Return | -4.7% | -8.94% | -1.42% | 2.63% | 11.04% | 6.02% |
Place in category | 398 | 439 | 474 | 393 | 262 | 212 |
% in Category | 75 | 80 | 90 | 88 | 62 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TRUS Smaller Companies Equity Funda | 3.5B | -12.49 | 1.00 | 8.18 | ||
TRUS Smaller Companies Equity Fundi | 3.5B | -12.24 | 1.83 | 8.97 | ||
TRUS Smaller Companies Equity Fundq | 3.5B | -12.27 | 1.78 | 8.90 | ||
T Rowe Price SICAV USSmallCoEqS USD | 3.5B | -12.04 | 2.68 | - | ||
TRGlobal Focused Growth Equity Funa | 3.7B | -4.66 | 6.42 | 10.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Robeco BP US Premium Equities F $ | 5.6B | 2.50 | 7.43 | 8.44 | ||
Robeco BP US Premium Equities I $ | 5.6B | 2.10 | 6.64 | 8.79 | ||
Robeco BP US Premium Equities K $ | 5.6B | 2.10 | 6.63 | 8.79 | ||
LU2216803838 | 5.6B | 9.19 | 5.88 | - | ||
LU0226953718 | 5.6B | 8.13 | 4.84 | 7.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coca-Cola | US1912161007 | 3.14 | 71.35 | +0.62% | |
Kenvue | US49177J1025 | 3.09 | 21.73 | +0.37% | |
Wells Fargo&Co | US9497461015 | 2.78 | 76.33 | +1.91% | |
Bank of America | US0605051046 | 2.63 | 44.97 | +1.33% | |
Elevance Health | US0367521038 | 2.57 | 393.36 | +2.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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