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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1017 | 1152 | 1014 | 1329 | 1861 |
Fund Return | 2.39% | 1.66% | 15.24% | 0.45% | 5.86% | 6.41% |
Place in category | 95 | 160 | 10 | 205 | 72 | 12 |
% in Category | 31 | 49 | 3 | 58 | 23 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 13.64B | 5.93 | 8.01 | 14.71 | ||
Loomis Sayles Growth C | 13.64B | 5.67 | 7.20 | 13.85 | ||
Loomis Sayles Growth N | 13.64B | 6.05 | 8.38 | 15.09 | ||
Loomis Sayles Growth Y | 13.64B | 6.03 | 8.27 | 14.99 | ||
Loomis Sayles Global Equity and InA | 2.98B | 2.59 | 1.21 | 7.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 62.06B | 0.77 | 2.87 | 4.84 | ||
First Eagle Global I | 34.92B | 4.52 | 4.88 | 6.53 | ||
American Funds Capital Income Bld | 17B | 0.87 | 3.21 | 5.17 | ||
American Funds Global Balanced R6 | 16.09B | 0.74 | 1.26 | 4.67 | ||
First Eagle Global A | 14.6B | 4.44 | 4.63 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 3.55 | - | - | |
S&P Global Inc | - | 3.23 | - | - | |
Alphabet Inc Class A | - | 2.94 | - | - | |
Linde PLC | IE000S9YS762 | 2.91 | 397.000 | +0.35% | |
Mastercard Inc Class A | - | 2.88 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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