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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 1031 | 1219 | 1080 | 1819 | 2606 |
Fund Return | 8.68% | 3.14% | 21.95% | 2.6% | 12.71% | 10.05% |
Place in category | 1131 | 742 | 1028 | 823 | 248 | 126 |
% in Category | 38 | 25 | 36 | 35 | 16 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.94B | 8.35 | 1.83 | 9.18 | ||
Capital Group New Perspective Fuzdg | 14.37B | 8.70 | 2.61 | 10.05 | ||
Capital Group New Perspective Fuzgg | 14.37B | 8.68 | 2.61 | 10.06 | ||
Capital Group New Perspective Fubg | 14.37B | 8.35 | 1.84 | 9.18 | ||
Capital Group New Perspective Fubdg | 14.37B | 8.37 | 1.84 | 9.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity R Acc | 610.46M | 6.56 | 5.45 | 14.49 | ||
Fundsmith Equity R Inc | 17.63M | 6.56 | 5.45 | 14.49 | ||
Fundsmith Equity T Acc | 4.21B | 6.78 | 5.98 | 15.08 | ||
Fundsmith Equity T Inc | 270.13M | 6.78 | 5.98 | 15.08 | ||
Fundsmith Equity I Acc | 15.49B | 6.83 | 6.09 | 15.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 441.58 | +0.12% | |
Novo Nordisk B | DK0062498333 | 3.17 | 979.7 | -1.00% | |
Meta Platforms | US30303M1027 | 3.09 | 504.10 | -0.93% | |
Taiwan Semicon | TW0002330008 | 2.66 | 909.00 | +0.00% | |
Broadcom | US11135F1012 | 2.50 | 1,678.52 | +12.24% |
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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