Ratings are based on risk-adjusted returns as of 10/31/2024 (updated monthly). Risk Measures Fund Standard Deviation 8 11.93 Sharpe Ratio 8 0.59 For the 10 Years ending 10/31/24(updated monthly). American Funds Benchmark 11 Morningstar ...
3-yr. Morningstar RatingTM (705 funds rated) 5-yr. Morningstar RatingTM (631 funds rated) 10-yr. Morningstar RatingTM (426 funds rated) Overall Morningstar RiskBelow Average HIGH LOW Category Diversified Emerging Mkts ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS ...
See American Funds 2025 Trgt Date Retire Fd (AADTX) mutual fund ratings from all the top fund analysts in one place. See American Funds 2025 Trgt Date Retire Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
See American Funds SMALLCAP World Fund (CSPCX) mutual fund ratings from all the top fund analysts in one place. See American Funds SMALLCAP World Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
Go to the Funds Screener Morningstar rating Overall ratingAs of October 2024 Category EUR Moderate Allocation - Global Read theTerms & Conditionsfor the above Lipper data. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable...
Andrew Slimmon, lead portfolio manager of the Applied Equity Advisors suite of funds and strategies shares his TAKE -- Takeaways & Key Expectations – on the financial markets. Erfahren Sie mehr Ressourcen Allgemeine Unterlagen Produkthinweis Produktunterlagen Prospekt & Finanzreport Formula...
To be included in MSCI ESG Fund Ratings, 65% (or 50% for bond funds and money market funds) of the fund’s gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed...
Find Funds and ETFs Use our fund screener to discover other asset types. Find Similar FundsGo to the Funds ScreenerSummary Charts Performance Assets & holdings Risk Ratings Historical pricesTotal returns on $10,000 3M 6M 1Y 3Y 5Y American Century International Val Inv Fund Foreign Large Value...
Funds in Peer Group as of 21-Nov-2024 88 MSCI Weighted Average Carbon Intensity % Coverage as of 21-Nov-2024 93.70 All data is from MSCI ESG Fund Ratings as of 21-Nov-2024, based on holdings as of 30-Jun-2024. As such, the fund’s sustainable characteristics may differ from MSCI ES...
Ratings Morningstar Rating Overall 3 stars Overall Morningstar Rating for iShares North American Natural Resources ETF, as of Nov 30, 2024 rated against 111 Natural Resources Funds based on risk adjusted total return. Holdings All as of