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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1021 | 1224 | 1019 | 1779 | 2843 |
Fund Return | 9.35% | 2.12% | 22.43% | 0.64% | 12.22% | 11.01% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T3 | 4.27B | 9.39 | 0.74 | 11.12 | ||
American Century US Small Cap Val E | 746.68M | 2.06 | 1.47 | 9.32 | ||
Macquarie SMID Cap Growth Collectiv | 40.47M | -1.76 | -14.92 | 7.42 | ||
Ivy Investments Intl Core Eq CIT 1 | 11.51M | -1.13 | 4.73 | 4.52 | ||
Ivy Investments Intl Core Eq CIT 2 | 11.51M | -10.29 | 7.48 | 7.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.37B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.73B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 24.09B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.39B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.83B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.55 | 991.0 | +1.15% | |
Boston Scientific Corp | - | 4.89 | - | - | |
Advanced Micro Devices Inc | - | 4.87 | - | - | |
Netflix Inc | - | 3.66 | - | - | |
Techtronic Industries | HK0669013440 | 3.63 | 96.25 | +0.68% |
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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