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sector performance

Multi-Cap Core
Rank Fund Name Currency Return
33 Monetta Young Investor Fund USD 24.0%
34 MainStay Epoch US All Cap Fund;I USD 24.0%
35 SEI Catholic Values Equity Fund;F USD 23.9%
36 Putnam Multi-Cap Core Fund;Y USD 23.8%
37 MainStay Common Stock Fund;A USD 23.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 4.7% 5.2%
2016 9.6% -1.0% 0.4% 7.1% 2.8%
2015 -9.8% 5.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/04/2015
  • Share Class size225Mn
  • Base currencyUSD
  • ISINUS7841161059

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management0.36%