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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 995 | 1056 | 959 | 1099 | 1350 |
Fund Return | -0.48% | -0.55% | 5.61% | -1.4% | 1.91% | 3.05% |
Place in category | 343 | 390 | 174 | 267 | 152 | 25 |
% in Category | 74 | 79 | 40 | 64 | 46 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FuAU | 140.92M | 4.64 | 4.35 | 6.33 | ||
Barbara Global Dividend Growth FunA | 140.92M | 4.66 | 4.35 | 6.32 | ||
Barbara Global Dividend Growth FCU | 140.92M | 4.44 | 3.83 | 5.70 | ||
Barbara Global Dividend Growth FunC | 140.92M | 4.44 | 3.82 | 5.70 | ||
Barbara Global Dividend Growth FunU | 140.92M | 4.86 | 4.86 | 6.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Strategic Income Fund E Acc USD | 456.51M | 3.04 | 1.38 | 3.31 | ||
Strategic Income Fund E Inc II USD | 456.51M | 2.98 | 1.37 | 3.31 | ||
Cautious Fund USD A Share Class | 157.58M | -1.09 | 0.54 | 2.03 | ||
Cautious Fund USD B Share Class | 157.58M | -1.16 | 0.13 | 1.64 | ||
NWQ Flexible Income Fund Class C Ac | 117.47M | -0.80 | -2.38 | 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 | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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