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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 | 1089 | 1001 | 1131 | 955 | 1111 | 1325 |
Fund Return | 8.89% | 0.11% | 13.12% | -1.52% | 2.12% | 2.85% |
Place in category | 233 | 124 | 271 | 315 | 396 | 224 |
% in Category | 30 | 18 | 36 | 56 | 74 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.45B | 5.48 | 6.71 | 6.25 | ||
Franklin Rising Dividends A | 19.32B | 7.58 | 10.38 | 11.14 | ||
Franklin Rising Dividends Adv | 4.25B | 7.73 | 10.65 | 11.42 | ||
Franklin Rising Dividends C | 745.67M | 7.12 | 9.56 | 10.30 | ||
Franklin Rising Dividends R | 178.96M | 7.42 | 10.10 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 31.1B | 15.37 | 11.94 | 6.84 | ||
Fidelity Series Emerging Markets | 24.19B | 18.29 | 12.50 | 7.21 | ||
American Funds New World R6 | 22.57B | 14.84 | 11.91 | 7.91 | ||
US00771X4198 | 21.14B | 2.36 | 10.11 | - | ||
American Funds New World F2 | 21.11B | 14.75 | 11.79 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 12.63 | 1,135.00 | -4.22% | |
ICICI Bank | INE090A01021 | 5.20 | 1,446.00 | +1.08% | |
Alibaba | KYG017191142 | 4.30 | 115.70 | -1.53% | |
Tencent Holdings | KYG875721634 | 4.26 | 593.00 | +0.42% | |
Prosus | NL0013654783 | 4.00 | 52.60 | +0.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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