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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1220 | 1149 | 1787 | 2685 |
Fund Return | 8.02% | 8.02% | 22.01% | 4.73% | 12.31% | 10.38% |
Place in category | 1485 | 1485 | 1319 | 845 | 255 | 106 |
% in Category | 49 | 49 | 48 | 37 | 18 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzdc | 13.04B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fubc | 13.04B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Funzc | 13.04B | 7.97 | 4.46 | 10.18 | ||
Capital Group Global Allocation Fzc | 1.26B | 6.14 | 4.93 | 7.65 | ||
Capital Group Global Allocation Fcc | 1.26B | 6.39 | 5.77 | 8.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzc | 13.04B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdc | 13.04B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fubc | 13.04B | 7.73 | 3.68 | 9.31 | ||
LGeneration Global CHF I | 1.93B | 13.96 | 1.62 | 11.23 | ||
LGeneration Global CHF M A | 1.93B | 13.91 | 1.43 | 11.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 891.3 | +1.83% | |
Taiwan Semicon | TW0002330008 | 2.55 | 754.00 | +0.00% | |
Broadcom Inc | - | 2.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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