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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1109 | 1109 | 1256 | 1113 | 1794 | 2949 |
Fund Return | 10.89% | 10.89% | 25.64% | 3.63% | 12.4% | 11.42% |
Place in category | - | - | - | - | - | - |
% in Category | 38 | 38 | 38 | 56 | 32 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T1 | 4.16B | 10.87 | 3.53 | 11.31 | ||
American Century US Small Cap Val E | 770.71M | 4.94 | 4.77 | 9.38 | ||
Macquarie SMID Cap Growth Collectiv | 408.48M | 3.51 | -14.04 | 7.58 | ||
Ivy Investments Intl Core Eq CIT 1 | 11.6M | -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 | 58.08B | 8.41 | 4.89 | 10.62 | ||
American Funds New Perspective R6 | 33.3B | 8.49 | 5.22 | 10.96 | ||
Old Westbury Large Cap Strategies | 23.22B | 10.14 | 5.16 | 7.56 | ||
American Funds New Perspective F2 | 17.16B | 8.45 | 5.11 | 10.85 | ||
American Funds New Economy A | 15.77B | 10.91 | 3.83 | 10.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AMD | US0079031078 | 6.07 | 157.40 | +2.37% | |
Novo Nordisk B | DK0062498333 | 4.94 | 882.2 | -0.50% | |
Boston Scientific | US1011371077 | 4.46 | 73.13 | -0.18% | |
Atlassian Corp Plc | US0494681010 | 4.05 | 179.45 | -9.56% | |
Techtronic Industries | HK0669013440 | 3.68 | 105.40 | -3.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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