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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 | 1160 | 1075 | 1159 | 1251 | 1118 | 1705 |
Fund Return | 16% | 7.55% | 15.87% | 7.76% | 2.25% | 5.48% |
Place in category | 543 | 623 | 407 | 629 | 498 | 346 |
% in Category | 71 | 81 | 54 | 92 | 86 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 11.59B | 28.28 | 24.54 | 10.53 | ||
Thornburg Investment Income BuildeA | 5.29B | 28.05 | 24.25 | 10.25 | ||
Thornburg International Value I | 3B | 28.49 | 25.46 | 9.12 | ||
Thornburg Limited-Term Muni Inst | 1.67B | 4.11 | 4.17 | 1.61 | ||
Thornburg Global Opportunities I | 954.16M | 32.49 | 26.06 | 11.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 32.89B | 24.08 | 19.33 | 8.84 | ||
Fidelity Series Emerging Markets | 25.88B | 30.35 | 20.92 | 9.40 | ||
American Funds New World R6 | 23.62B | 23.36 | 19.02 | 9.93 | ||
American Funds New World F2 | 22.34B | 23.24 | 18.88 | 9.81 | ||
US00771X4198 | 21.37B | 6.11 | 14.41 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semiconductor | TW0002330008 | 13.02 | 1,485.00 | +1.37% | |
Naspers Ltd Class N | ZAE000325783 | 7.42 | - | - | |
AIA Group | HK0000069689 | 3.73 | 69.05 | -2.20% | |
ICICI Bank | INE090A01021 | 3.30 | 1,436.60 | +1.36% | |
China Construction Bank | CNE1000002H1 | 3.29 | 7.620 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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