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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 | 1223 | 1104 | 1145 | 1490 | 959 | 1885 |
| Fund Return | 22.27% | 10.36% | 14.52% | 14.23% | -0.84% | 6.55% |
| Place in category | 652 | 601 | 685 | 647 | 604 | 317 |
| % in Category | 84 | 73 | 90 | 92 | 98 | 71 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Touchstone Mid Cap Y | 3.54B | -0.13 | 11.29 | 10.35 | ||
| Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
| Sentinel Common Stock A | 2.23B | 16.09 | 20.48 | 14.28 | ||
| Touchstone Focused Y | 1.27B | 14.56 | 19.34 | 12.50 | ||
| Sentinel Common Stock I | 966.39M | 16.32 | 20.80 | 14.58 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 32B | 27.45 | 20.93 | 8.52 | ||
| Fidelity Series Emerging Markets | 26.63B | 35.92 | 23.62 | 9.20 | ||
| American Funds New World R6 | 23.17B | 26.96 | 19.18 | 9.56 | ||
| American Funds New World F2 | 21.96B | 26.84 | 19.05 | 9.44 | ||
| US00771X4198 | 21.2B | 8.77 | 14.65 | - |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | US8740391003 | 12.93 | 275.06 | -0.88% | |
| Tencent Holdings | KYG875721634 | 6.32 | 610.00 | -1.77% | |
| Bajaj Finance | INE296A01032 | 4.98 | 1,004.10 | -2.38% | |
| MercadoLibre | US58733R1023 | 4.71 | 1,951.78 | +2.74% | |
| Sea | US81141R1005 | 4.19 | 131.34 | +0.27% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Neutral | Buy |
| Technical Indicators | Strong Sell | Neutral | Strong Buy |
| Summary | Strong Sell | Neutral | Strong Buy |
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