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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1208 | 1115 | 1699 | 2436 |
Fund Return | 7.78% | 7.78% | 20.81% | 3.68% | 11.18% | 9.31% |
Place in category | 1585 | 1585 | 1563 | 1102 | 449 | 259 |
% in Category | 52 | 52 | 55 | 48 | 29 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzg | 13.38B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdg | 13.38B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzgg | 13.38B | 7.92 | 4.45 | 10.19 | ||
Capital Group New Perspective Fubg | 13.38B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fubdg | 13.38B | 7.74 | 3.68 | 9.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.2B | 9.59 | 8.81 | 15.94 | ||
Fundsmith Equity I Inc | 4.58B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 594.31M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.18M | 9.43 | 8.16 | 15.22 | ||
Fundsmith Equity T Acc | 4.13B | 9.56 | 8.70 | 15.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.93 | 411.84 | -0.66% | |
Meta Platforms | US30303M1027 | 3.48 | 494.17 | -1.12% | |
Novo Nordisk B | DK0062498333 | 2.85 | 871.3 | +0.44% | |
Broadcom | US11135F1012 | 2.47 | 1,282.63 | -3.49% | |
Taiwan Semicon | TW0002330008 | 2.32 | 788.00 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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