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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1021 | 1204 | 1308 | 1807 | 3467 |
Fund Return | 5.83% | 2.14% | 20.43% | 9.37% | 12.56% | 13.24% |
Place in category | 247 | 216 | 93 | 176 | 64 | 10 |
% in Category | 50 | 38 | 21 | 43 | 19 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 5.75B | 6.20 | 9.69 | 10.74 | ||
Global Stock Fund GBP Distributing | 5.75B | 6.21 | 9.33 | 10.59 | ||
US Stock Fund GBP Inc | 3.75B | 5.82 | 9.38 | 13.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.14B | 4.05 | 9.19 | 12.04 | ||
US Stock Fund GBP Inc | 3.75B | 5.82 | 9.38 | 13.24 | ||
MFSM US Value Fund I1 GBP | 1.89B | 5.11 | 11.87 | 11.29 | ||
Fidelity American Special Situation | 54.23M | 2.99 | 12.95 | 11.07 | ||
Fidelity American Special Situatiow | 543.39M | 3.19 | 9.67 | 11.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.34 | - | - | |
Charles Schwab Corp | - | 4.16 | - | - | |
Alphabet Inc Class C | - | 3.92 | - | - | |
Fiserv Inc | - | 3.48 | - | - | |
MetLife Inc | - | 3.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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