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Feature sheet
An overview of Global Growth and Value Class for investors
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YTD 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|
Fund | 21.30 | 20.85 | -11.93 | 18.02 | 14.49 | 18.04 |
1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | Inception | |
---|---|---|---|---|---|---|---|
Fund | 2.58 | 8.34 | 16.86 | 28.68 | 10.86 | 12.82 | 10.52 |
Fund | |
---|---|
Annualized standard deviation | 12.39 |
Beta | 0.84 |
R² | 0.91 |
This fund has a medium volatility rating
12 months ago | Last month | Current month | |
---|---|---|---|
Information Technology | 19.3 | 18.7 | 19.9 |
Financials | 12.6 | 13.7 | 13.9 |
Consumer Disc. | 11.8 | 13.3 | 13.3 |
Industrials | 13.6 | 13.4 | 13.2 |
Health Care | 14.3 | 12.8 | 12.6 |
Communication Services | 8.6 | 9.7 | 10.1 |
Energy | 6.4 | 4.8 | 4.6 |
Consumer Staples | 4.3 | 3.9 | 4.0 |
Materials | 5.1 | 3.3 | 3.1 |
Utilities | 1.1 | 1.2 | 1.1 |
Real Estate | 0.1 | 0.3 | 0.3 |
Total number of holdings | 720 |
---|---|
Top ten holdings aggregate | 25.9% |
Total number of holdings | 709 |
---|---|
Top ten holdings aggregate | 24.4% |
Total number of holdings | 671 |
---|---|
Top ten holdings aggregate | 24.2% |
Total number of holdings | 676 |
---|---|
Top ten holdings aggregate | 23.5% |