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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1218 | 1140 | 1763 | 2637 |
Fund Return | 7.97% | 7.97% | 21.76% | 4.46% | 12.01% | 10.18% |
Place in category | 1515 | 1515 | 1387 | 912 | 297 | 128 |
% in Category | 50 | 50 | 50 | 40 | 21 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.39B | 7.78 | 3.68 | 9.31 | ||
Capital Group New Perspective Fuzdg | 13.39B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzgg | 13.39B | 7.92 | 4.45 | 10.19 | ||
Capital Group New Perspective Fubg | 13.39B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fubdg | 13.39B | 7.74 | 3.68 | 9.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.18B | 9.59 | 8.81 | 15.94 | ||
Fundsmith Equity I Inc | 4.56B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 593.71M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.15M | 9.43 | 8.16 | 15.22 | ||
Fundsmith Equity T Acc | 4.13B | 9.56 | 8.70 | 15.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 866.8 | -1.35% | |
Taiwan Semicon | TW0002330008 | 2.55 | 766.00 | -2.17% | |
Broadcom Inc | - | 2.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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