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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1034 | 1289 | 1000 | 1868 | 3548 |
Fund Return | 8.61% | 3.36% | 28.9% | -0.02% | 13.31% | 13.5% |
Place in category | 62 | 246 | 43 | 206 | 13 | 6 |
% in Category | 20 | 64 | 13 | 59 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Prudential Jennison Growth Z | 4.06B | 7.95 | 4.65 | 15.34 | ||
Prudential Jennison Global Opps Z | 3.07B | 8.67 | 0.14 | 13.72 | ||
Prudential Jennison Utility A | 2.64B | 6.52 | 4.01 | 7.02 | ||
Prudential Jennison Small Company Q | 2.08B | -0.60 | -0.26 | 9.22 | ||
Prudential Jennison Growth A | 1.86B | 7.86 | 4.33 | 14.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.51B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 35.09B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.52B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 18.08B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.05B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.02 | 1,133.56 | +3.40% | |
Microsoft | US5949181045 | 6.30 | 412.64 | -0.60% | |
Amazon.com | US0231351067 | 6.18 | 177.80 | +0.77% | |
Novo Nordisk B | DK0062498333 | 4.81 | 923.9 | -0.37% | |
Ferrari NV | NL0011585146 | 4.54 | 408.90 | -0.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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