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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1240 | 1029 | 1240 | 1252 | 1640 | - |
Fund Return | 24% | 2.93% | 24% | 7.78% | 10.4% | - |
Place in category | 84 | 78 | 84 | 85 | 48 | - |
% in Category | 44 | 38 | 44 | 54 | 32 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Tech A-Acc-USD | 25.38B | -4.38 | 9.23 | 17.49 | ||
LU1560650563 | 25.38B | 17.68 | 9.62 | - | ||
Fidelity Global Technology A-Acc | 25.38B | 3.79 | 14.47 | - | ||
Global Dividend Fund A MINCOME G US | 17.88B | 15.90 | 14.14 | 7.73 | ||
Global Dividend Fund A Acc USD | 17.88B | 15.92 | 14.16 | 7.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0329593262 | 290.44M | 28.73 | 33.28 | 12.65 | ||
LU0147401128 | 71.73M | 27.23 | 30.63 | 10.42 | ||
Global Financial Services Fund A Du | 105.5M | 6.27 | 11.55 | 8.50 | ||
LU1079558364 | 560.02M | 19.15 | 3.30 | 7.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.31 | 301.42 | +0.12% | |
Berkshire Hathaway B | US0846707026 | 7.49 | 502.98 | +0.62% | |
Visa A | US92826C8394 | 4.22 | 351.78 | +0.55% | |
Wells Fargo&Co | US9497461015 | 3.74 | 82.18 | +0.24% | |
Mastercard | US57636Q1040 | 3.14 | 595.29 | +0.81% |
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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