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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 | 1278 | 1115 | 1195 | 1706 | 1409 | 2216 |
Fund Return | 27.79% | 11.49% | 19.49% | 19.5% | 7.1% | 8.28% |
Place in category | 254 | 171 | 244 | 170 | 254 | 146 |
% in Category | 32 | 20 | 28 | 26 | 51 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 722.95B | 14.82 | 24.92 | 15.29 | ||
Fidelity Contrafund | 162.29B | 18.66 | 32.68 | 17.26 | ||
Fidelity Total Market Index Instl b | 120.49B | 14.36 | 24.18 | 14.66 | ||
Fidelity Blue Chip Growth | 71.08B | 15.85 | 35.38 | 19.97 | ||
Fidelity Growth Company | 69.53B | 10.78 | 27.12 | 19.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 33.06B | 24.08 | 19.33 | 8.84 | ||
Fidelity Series Emerging Markets | 25.88B | 30.35 | 20.92 | 9.40 | ||
American Funds New World R6 | 23.85B | 23.36 | 19.02 | 9.93 | ||
American Funds New World F2 | 22.56B | 23.24 | 18.88 | 9.81 | ||
US00771X4198 | 21.32B | 6.11 | 14.41 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity SAI Emerging Mkts Val Idx | - | 13.25 | - | - | |
Taiwan Semiconductor | TW0002330008 | 7.35 | 1,415.00 | -1.39% | |
Fidelity SAI Em Mkts Lw Vol Idx | - | 6.15 | - | - | |
Tencent Holdings | KYG875721634 | 5.05 | 651.50 | -3.55% | |
Goldman Sachs Emerging Markets Eq Instl | - | 3.78 | - | - |
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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