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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 993 | 1051 | 944 | 1072 | 1284 |
Fund Return | -0.65% | -0.65% | 5.13% | -1.89% | 1.4% | 2.53% |
Place in category | 369 | 402 | 208 | 300 | 210 | 42 |
% in Category | 77 | 83 | 48 | 71 | 62 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 138.04M | 2.15 | 4.23 | 6.20 | ||
Barbara Global Dividend Growth FunA | 138.04M | 2.17 | 4.23 | 6.20 | ||
Barbara Global Dividend Growth FCU | 138.04M | 1.99 | 3.70 | 5.57 | ||
Barbara Global Dividend Growth FunC | 138.04M | 1.99 | 3.71 | 5.57 | ||
Barbara Global Dividend Growth FunU | 138.04M | 2.33 | 4.76 | 6.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 441.22M | 0.76 | 1.03 | 3.25 | ||
Strategic Income Fund E Inc II USD | 441.22M | 0.72 | 1.00 | 3.24 | ||
Cautious Fund USD A Share Class | 157.64M | -1.09 | 0.54 | 2.03 | ||
Cautious Fund USD B Share Class | 157.64M | -1.16 | 0.13 | 1.64 | ||
NWQ Flexible Income Fund Class C Di | 117.1M | -0.79 | -2.39 | 2.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co DR | - | 2.26 | - | - | |
Hewlett Packard Enterprise Company 6.35% | - | 2.04 | - | - | |
Vistra Energy Corporation 8% | - | 1.75 | - | - | |
Emera Inc 6.75% | - | 1.58 | - | - | |
Citigroup Inc. 6.25% | - | 1.54 | - | - |
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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