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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 | 1059 | 933 | 1059 | 922 | 1109 | 1351 |
Fund Return | 5.95% | -6.68% | 5.95% | -2.66% | 2.09% | 3.06% |
Place in category | 424 | 344 | 424 | 333 | 276 | 255 |
% in Category | 55 | 40 | 55 | 60 | 52 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.57B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.3B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.75B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.71B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.61B | 6.13 | 17.44 | 13.54 |
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 | 24.51B | 18.29 | 12.50 | 7.21 | ||
American Funds New World R6 | 22.68B | 14.84 | 11.91 | 7.91 | ||
US00771X4198 | 20.92B | 2.36 | 10.11 | - | ||
American Funds New World F2 | 21.24B | 14.75 | 11.79 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 12.34 | 1,160.00 | 0.00% | |
Tencent Holdings | KYG875721634 | 5.99 | 604.00 | +1.26% | |
Samsung Electronics Co | KR7005930003 | 2.91 | 68,000 | -2.44% | |
Principal Government Money Market R-6 | - | 2.84 | - | - | |
JD | KYG8208B1014 | 2.71 | 120.70 | +2.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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