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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1175 | 1188 | 1120 | 1661 | 2976 |
Fund Return | 2.94% | 17.48% | 18.79% | 3.84% | 10.69% | 11.52% |
Place in category | 516 | 1766 | 977 | 697 | 565 | 46 |
% in Category | 20 | 59 | 35 | 31 | 36 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington US Research Equity Fudd | 1.35B | 2.01 | 6.55 | 9.95 | ||
Wellington US Research Equity Fund | 1.35B | 2.09 | 7.56 | 10.98 | ||
Wellington Global Research Equity u | 975.37M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 97.95M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Eqn | 30.25M | 0.99 | 2.91 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fubu | 13.88B | 4.01 | 0.79 | 8.96 | ||
Capital Group New Perspective Fubdu | 13.88B | 4.00 | 0.79 | 8.95 | ||
Cap Group New Perspective lux C | 13.88B | 4.59 | 2.37 | - | ||
LU2097333152 | 13.88B | 4.38 | 1.71 | - | ||
Cap Group New Perspective lux ZL | 13.88B | 4.37 | 1.78 | 10.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.93 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 3.85 | 176.44 | -1.60% | |
Alphabet C | US02079K1079 | 3.60 | 173.96 | +0.21% | |
Meta Platforms | US30303M1027 | 3.19 | 466.83 | +0.05% | |
Taiwan Semicon | TW0002330008 | 2.17 | 838.00 | -2.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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