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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1047 | 1222 | 1014 | 1655 | 2858 |
Fund Return | 7.26% | 4.66% | 22.2% | 0.48% | 10.61% | 11.07% |
Place in category | 84 | 120 | 114 | 185 | 83 | 14 |
% in Category | 26 | 39 | 28 | 55 | 31 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 20.39B | 2.87 | 7.24 | 7.21 | ||
Artisan International Value Advisor | 9.42B | 2.84 | 7.14 | - | ||
Artisan Mid Cap Advisor | 4.65B | 3.44 | -4.82 | - | ||
Artisan Mid Cap Institutional | 4.65B | 3.46 | -4.74 | 10.00 | ||
Artisan Mid Cap Investor | 4.65B | 3.42 | -4.95 | 9.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.3B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 35.51B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.72B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 18.24B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.42B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.53 | 914.7 | -0.54% | |
Advanced Micro Devices Inc | - | 4.85 | - | - | |
Boston Scientific Corp | - | 4.64 | - | - | |
Netflix Inc | - | 3.67 | - | - | |
Techtronic Industries | HK0669013440 | 3.60 | 99.40 | +0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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