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| 22.09.2021 | Barclays | Overweight | — |
| 10.05.2016 | Exane BNP Paribas | Neutral → Outperform | — |
| Aristotle Capital Management, LLC | 0.0% | 30.06.2026 |
| Franklin Street Advisors, Inc. | 0.0% | 30.09.2026 |
| Appleton Partners, Inc./MA | 0.0% | 30.06.2026 |
| McGinn Penninger Investment Management, Inc. | 0.0% | 30.06.2026 |
| AR Asset Management, Inc. | 0.0% | 30.06.2026 |
| Rhumbline Advisers | 0.0% | 30.06.2026 |
| Hantz Financial Services, Inc. | 0.0% | 30.06.2026 |
| Confluence Investment Management LLC | 0.0% | 30.09.2026 |
| Capital Square, LLC | 0.0% | 30.09.2026 |
| Sterling Capital Management, LLC | 0.0% | 30.09.2026 |
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avg change | 1.0% | 1.2% | 0.6% | 2.4% | 0.6% | -0.7% | 2.9% | -0.4% | -0.3% | 1.1% | 1.0% | 3.7% |
| Years up | 47.6% | 57.1% | 57.1% | 57.1% | 52.4% | 42.9% | 61.9% | 47.6% | 57.1% | 66.7% | 45.0% | 75.0% |
Pale — fewer than 10 years of data. Context, not a signal: past months do not repeat by themselves.
Facts about the trend, not a forecast. RSI “overbought” historically did not hurt on its own.
| HC Capital Trust-The Institutional U.S. Equity Portfolio | 0.0% | 2026-06-30 |
| U.S. GLOBAL INVESTORS FUNDS-USGI Global Luxury Goods Fund | 0.0% | 2026-06-30 |
| JNL Series Trust-JNL Multi-Manager Select Equity Fund | 0.0% | 2026-06-30 |
| John Hancock Varbl Insurance TRT-Fd.amental Large Cap Value TRT | 0.0% | 2026-06-30 |
| HC Capital Trust-The Institutional International Equity Portfolio | 0.0% | 2026-06-30 |
| Pear Tree Funds-Pear Tree Quality Fund | 0.0% | 2026-09-30 |
| Trust for Professional Managers-ActivePassive International Equity ETF | 0.0% | 2026-08-31 |
| Thrivent ETF Trust-Thrivent Mid Cap Value ETF | 0.0% | 2026-06-30 |
| Brinker Capital Destinations Trust-Destinations Large Cap Equity Fund | 0.0% | 2026-08-31 |
| 2023 ETF Series Trust II-GMO International Quality ETF | 0.0% | 2026-08-31 |