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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1039 | 1164 | 1048 | 1642 | 2555 |
Fund Return | 4.3% | 3.88% | 16.38% | 1.56% | 10.43% | 9.83% |
Place in category | 1385 | 894 | 1254 | 860 | 271 | 131 |
% in Category | 46 | 30 | 44 | 38 | 18 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.88B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Fuzdg | 13.88B | 4.29 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzgg | 13.88B | 4.28 | 1.56 | 9.84 | ||
Capital Group New Perspective Fubg | 13.88B | 4.01 | 0.79 | 8.96 | ||
Capital Group New Perspective Fubdg | 13.88B | 4.00 | 0.79 | 8.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.19B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.55B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 597.91M | 6.92 | 5.21 | 14.98 | ||
Fundsmith Equity R Inc | 17.35M | 6.92 | 5.21 | 14.97 | ||
Fundsmith Equity T Acc | 4.13B | 7.10 | 5.74 | 15.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 407.85 | -1.64% | |
Novo Nordisk B | DK0062498333 | 3.17 | 928.2 | +1.23% | |
Meta Platforms | US30303M1027 | 3.09 | 457.80 | -1.98% | |
Taiwan Semicon | TW0002330008 | 2.66 | 838.00 | -2.22% | |
Broadcom | US11135F1012 | 2.50 | 1,324.98 | -2.87% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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