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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 | 1215 | 1063 | 1181 | 1772 | 2096 | 2578 |
| Fund Return | 21.46% | 6.32% | 18.08% | 21% | 15.95% | 9.93% |
| Place in category | 656 | 713 | 651 | 227 | 10 | 20 |
| % in Category | 84 | 92 | 83 | 33 | 2 | 4 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| PIMCO All Asset Instl | 8.84B | 12.48 | 9.70 | 6.50 | ||
| PIMCO RAE Fundamental US Small Inst | 2.1B | 1.75 | 13.31 | 11.79 | ||
| PIMCO StocksPLUS Instl | 2.04B | 17.77 | 22.92 | 14.23 | ||
| PIMCO Inflation Response MultiAsst | 1.95B | 15.40 | 10.05 | 6.52 | ||
| PIMCO Municipal Bond Instl | 1.82B | 4.13 | 6.76 | 3.13 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 32.76B | 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 % | |
|---|---|---|---|---|---|
| PETROBRAS PN | BRPETRACNPR6 | 4.51 | 31.79 | -1.88% | |
| Ping An Insurance | CNE1000003X6 | 4.39 | 56.70 | -0.96% | |
| VALE ON | BRVALEACNOR0 | 4.26 | 67.40 | +1.61% | |
| China Petrol & Chemical H | CNE1000002Q2 | 3.87 | 4.41 | -1.34% | |
| EMC Taiwan | TW0002603008 | 3.29 | 179.50 | -0.55% |
| 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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