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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1131 | 1131 | 1425 | 1470 | 2215 | 5016 |
Fund Return | 13.14% | 13.14% | 42.46% | 13.71% | 17.24% | 17.5% |
Place in category | 385 | 385 | 65 | 173 | 77 | 60 |
% in Category | 38 | 38 | 8 | 25 | 18 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class K Accumulation Shares Net | 984.6M | 4.10 | -4.98 | 8.58 | ||
Class C Accumulation Shares Net | 984.6M | 1.86 | -5.87 | 7.36 | ||
Class J Accumulation Shares Net | 984.6M | -0.02 | -6.35 | 7.16 | ||
GB00BMN91T34 | 890.43M | 9.43 | 12.38 | - | ||
UK Equity Income Fund Class C Accum | 343.23M | 4.15 | 10.85 | 5.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edgewood L Select US Select Growthd | 3.34B | 13.00 | 7.21 | 17.32 | ||
Edgewood L Select US Select Growtig | 3.34B | 13.85 | 7.05 | 17.41 | ||
MS US Growth Fund IXg | 3.06B | -2.39 | -17.27 | 11.46 | ||
Baillie Gifford American Fund B Acc | 2.89B | 3.39 | -12.08 | 16.52 | ||
Baillie Gifford American Fund B Inc | 2.89B | 3.42 | -12.06 | 16.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.41 | 412.32 | +0.43% | |
Amazon.com | US0231351067 | 8.42 | 189.50 | +0.80% | |
Apple | US0378331005 | 7.04 | 184.57 | +1.00% | |
NVIDIA | US67066G1040 | 6.54 | 887.47 | -1.84% | |
Meta Platforms | US30303M1027 | 5.27 | 475.42 | +0.60% |
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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