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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1006 | 1195 | 1062 | 1468 | 2028 |
Fund Return | 5.53% | 0.58% | 19.45% | 2.02% | 7.98% | 7.32% |
Place in category | 95 | 364 | 38 | 138 | 45 | 5 |
% in Category | 31 | 98 | 12 | 39 | 16 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Loomis Sayles Growth A | 14.05B | 10.38 | 9.25 | 14.80 | ||
Loomis Sayles Growth C | 14.05B | 10.08 | 8.44 | 13.95 | ||
Loomis Sayles Growth N | 14.05B | 10.52 | 9.62 | 15.18 | ||
Loomis Sayles Growth Y | 14.05B | 10.50 | 9.53 | 15.09 | ||
Loomis Sayles Global Equity and InY | 2.97B | 5.67 | 2.29 | 7.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 61.04B | 3.78 | 3.12 | 4.97 | ||
First Eagle Global I | 34.45B | 8.07 | 4.67 | 6.77 | ||
American Funds Capital Income Bld | 16.5B | 3.92 | 3.46 | 5.30 | ||
American Funds Global Balanced R6 | 15.99B | 3.86 | 1.76 | 4.80 | ||
First Eagle Global A | 14.35B | 7.96 | 4.41 | 6.49 |
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 | 402.400 | -0.49% | |
Mastercard Inc Class A | - | 2.88 | - | - |
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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