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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1159 | 1196 | 1400 | 1967 | 3158 |
Fund Return | 3.12% | 15.95% | 19.57% | 11.87% | 14.49% | 12.19% |
Place in category | 380 | 1603 | 1102 | 105 | 156 | 94 |
% in Category | 16 | 72 | 56 | 6 | 12 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio SK USD Ac | 8.56B | 9.08 | 23.42 | 17.52 | ||
American Growth Portfolio BD USD In | 7.53B | 8.20 | 20.99 | - | ||
Japan Strategic Value Portfolio S1 | 7.82B | 17.43 | 2.82 | 8.48 | ||
American Growth Portfolio AX USD Ac | 7.48B | 3.69 | 9.01 | 14.72 | ||
AB FCP I AmericanGrwthPf N USD Acc | 7.48B | 3.59 | 7.90 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I acc USD | 7.74B | 7.10 | 7.37 | 12.36 | ||
JPI US Select Equity Fund I dist US | 7.74B | 6.86 | 8.61 | - | ||
JPI US Select Equity Fund X acc USD | 7.74B | 6.95 | 11.06 | 12.91 | ||
LU0087133087 | 7.74B | 28.22 | 9.06 | 11.64 | ||
LU0070214290 | 7.74B | 26.94 | 7.98 | 10.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 415.13 | +0.23% | |
Apple | US0378331005 | 6.20 | 192.25 | +0.54% | |
Alphabet A | US02079K3059 | 3.95 | 172.50 | +0.23% | |
NVIDIA | US67066G1040 | 3.84 | 1,096.33 | -0.82% | |
Berkshire Hathaway B | US0846707026 | 3.83 | 414.40 | +1.42% |
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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