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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1160 | 1065 | 1565 | 2208 |
Fund Return | 8.03% | 8.03% | 16.04% | 2.11% | 9.38% | 8.24% |
Place in category | 1481 | 1481 | 2318 | 1421 | 955 | 433 |
% in Category | 49 | 49 | 79 | 63 | 55 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Responsible Global EM Equity Au | 283.54M | 2.02 | 0.28 | 0.94 | ||
FC Global Smaller Cap Equity Classu | 7.04M | 10.23 | 9.38 | - | ||
FC Global Smaller Cap Equity Classa | 1.86M | 1.60 | 5.43 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux ZL | 13.49B | 8.03 | 4.70 | 10.35 | ||
Capital Group New Perspective Fundu | 13.49B | 8.02 | 4.73 | 10.38 | ||
Cap Group New Perspective lux A7 | 13.49B | 8.04 | 4.82 | - | ||
Capital Group New Perspective Funbu | 13.49B | 7.78 | 3.68 | 9.31 | ||
Cap Group New Perspective lux ZLd | 13.49B | 8.06 | 4.70 | 10.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.02 | 169.30 | -0.35% | |
Mastercard | US57636Q1040 | 4.67 | 462.23 | +0.03% | |
NVIDIA | US67066G1040 | 4.64 | 877.35 | +6.18% | |
Linde PLC | IE000S9YS762 | 4.10 | 414.000 | +0.19% | |
Alphabet A | US02079K3059 | 3.96 | 171.95 | +10.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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