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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1031 | 1220 | 1080 | 1820 | 2609 |
Fund Return | 8.68% | 3.14% | 21.97% | 2.61% | 12.72% | 10.06% |
Place in category | 1133 | 744 | 1023 | 821 | 246 | 122 |
% in Category | 38 | 25 | 36 | 35 | 16 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 14.31B | 8.35 | 1.83 | 9.18 | ||
Capital Group New Perspective Funzg | 14.31B | 8.68 | 2.60 | 10.05 | ||
Capital Group New Perspective Fuzdg | 14.31B | 8.70 | 2.61 | 10.05 | ||
Capital Group New Perspective Fubg | 14.31B | 8.35 | 1.84 | 9.18 | ||
Capital Group New Perspective Fubdg | 14.31B | 8.37 | 1.84 | 9.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Inc | 4.64B | 6.83 | 6.09 | 15.19 | ||
Fundsmith Equity R Acc | 612.05M | 6.56 | 5.45 | 14.49 | ||
Fundsmith Equity R Inc | 17.67M | 6.56 | 5.45 | 14.49 | ||
Fundsmith Equity T Acc | 4.21B | 6.78 | 5.98 | 15.08 | ||
Fundsmith Equity T Inc | 270.77M | 6.78 | 5.98 | 15.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 446.08 | -0.51% | |
Novo Nordisk B | DK0062498333 | 3.17 | 981.2 | +0.07% | |
Meta Platforms | US30303M1027 | 3.09 | 498.50 | -1.60% | |
Taiwan Semicon | TW0002330008 | 2.66 | 943.00 | +2.39% | |
Broadcom | US11135F1012 | 2.50 | 1,807.67 | -1.16% |
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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