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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 | 1151 | 1134 | 1145 | 1215 | 1104 | 1435 |
Fund Return | 15.12% | 13.42% | 14.52% | 6.72% | 2.01% | 3.68% |
Place in category | 417 | 157 | 404 | 628 | 522 | 393 |
% in Category | 56 | 22 | 54 | 90 | 87 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thornburg Investment Income Builder | 11.08B | 21.50 | 17.87 | 8.75 | ||
Thornburg Investment Income BuildeA | 5.19B | 21.28 | 17.58 | 8.47 | ||
Thornburg International Value I | 2.82B | 21.83 | 17.37 | 7.38 | ||
Thornburg Limited-Term Muni Inst | 1.69B | 2.43 | 2.46 | 1.52 | ||
Thornburg Global Opportunities I | 906.58M | 21.65 | 18.18 | 9.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 31.22B | 15.37 | 11.94 | 6.84 | ||
Fidelity Series Emerging Markets | 24.19B | 18.29 | 12.50 | 7.21 | ||
American Funds New World R6 | 22.67B | 14.84 | 11.91 | 7.91 | ||
US00771X4198 | 20.99B | 2.36 | 10.11 | - | ||
American Funds New World F2 | 21.23B | 14.75 | 11.79 | 7.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 11.83 | 1,160.00 | 0.00% | |
Naspers | ZAE000325783 | 7.26 | 580,867 | +0.45% | |
China Construction Bank | CNE1000002H1 | 3.62 | 7.510 | -0.27% | |
SK Hynix Inc | KR7000660001 | 3.49 | 269,000 | +0.19% | |
AIA Group | HK0000069689 | 3.48 | 73.40 | +1.24% |
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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