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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1161 | 1202 | 1421 | 2017 | 3324 |
Fund Return | 3.17% | 16.09% | 20.17% | 12.43% | 15.07% | 12.76% |
Place in category | 352 | 1542 | 931 | 57 | 75 | 17 |
% in Category | 15 | 68 | 49 | 3 | 6 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio SK USD Ac | 8.56B | 9.08 | 23.42 | 17.52 | ||
American Growth Portfolio B Acu | 7.85B | 12.90 | 9.25 | 13.71 | ||
American Growth Portfolio C Acu | 7.85B | 13.06 | 9.86 | 14.34 | ||
American Growth Portfolio I Acc | 7.85B | 13.41 | 11.24 | 15.77 | ||
American Growth Portfolio S1 Acc | 7.85B | 13.48 | 11.51 | 16.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I acc USD | 7.7B | 10.39 | 10.72 | 12.58 | ||
JPI US Select Equity Fund I dist US | 7.7B | 6.86 | 8.61 | - | ||
JPI US Select Equity Fund X acc USD | 7.7B | 6.95 | 11.06 | 12.91 | ||
LU0070214290 | 7.7B | 26.94 | 7.98 | 10.57 | ||
LU0115097544 | 7.7B | 26.29 | 7.42 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 406.66 | +2.22% | |
Apple | US0378331005 | 6.20 | 183.36 | +5.97% | |
Alphabet A | US02079K3059 | 3.95 | 167.21 | +0.35% | |
NVIDIA | US67066G1040 | 3.84 | 887.83 | +3.46% | |
Berkshire Hathaway B | US0846707026 | 3.83 | 400.77 | +0.04% |
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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