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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1218 | 1140 | 1763 | 2637 |
Fund Return | 7.97% | 7.97% | 21.76% | 4.46% | 12.01% | 10.18% |
Place in category | 1515 | 1515 | 1387 | 912 | 297 | 128 |
% in Category | 50 | 50 | 50 | 40 | 21 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.33B | 7.78 | 3.68 | 9.31 | ||
Capital Group New Perspective Fuzdg | 13.33B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzgg | 13.33B | 7.92 | 4.45 | 10.19 | ||
Capital Group New Perspective Fubg | 13.33B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fubdg | 13.33B | 7.74 | 3.68 | 9.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity T Acc | 4.16B | 9.56 | 8.70 | 15.82 | ||
Fundsmith Equity T Inc | 267.79M | 9.56 | 8.70 | 15.82 | ||
Fundsmith Equity I Acc | 15.28B | 9.59 | 8.81 | 15.94 | ||
Fundsmith Equity I Inc | 4.6B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 597.19M | 9.43 | 8.16 | 15.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.93 | 404.33 | -1.82% | |
Meta Platforms | US30303M1027 | 3.48 | 501.80 | +1.54% | |
Novo Nordisk B | DK0062498333 | 2.85 | 862.7 | -0.99% | |
Broadcom | US11135F1012 | 2.47 | 1,258.99 | -1.84% | |
Taiwan Semicon | TW0002330008 | 2.32 | 804.00 | 0.00% |
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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