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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1131 | 1131 | 1425 | 1470 | 2215 | 5016 |
Fund Return | 13.14% | 13.14% | 42.46% | 13.71% | 17.24% | 17.5% |
Place in category | 385 | 385 | 65 | 173 | 77 | 60 |
% in Category | 38 | 38 | 8 | 25 | 18 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class K Accumulation Shares Net | 959.25M | 2.01 | -5.17 | 8.13 | ||
Class C Accumulation Shares Net | 959.25M | 1.86 | -5.87 | 7.36 | ||
Class J Accumulation Shares Net | 959.25M | -0.02 | -6.35 | 7.16 | ||
GB00BMN91T34 | 1.33B | 9.43 | 12.38 | - | ||
UK Equity Income Fund Class C Accum | 332.64M | 4.15 | 10.85 | 5.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS US Growth Fund IXg | 3.01B | 6.26 | -12.85 | 11.70 | ||
Edgewood L Select US Select Growthd | 3.95B | 13.00 | 7.21 | 17.32 | ||
Edgewood L Select US Select Growtig | 3.95B | 13.85 | 7.05 | 17.41 | ||
Baillie Gifford American Fund A Acc | 2.84B | 3.19 | -12.95 | 15.40 | ||
Baillie Gifford American Fund B Acc | 2.84B | 3.39 | -12.08 | 16.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.41 | 406.32 | +1.82% | |
Amazon.com | US0231351067 | 8.42 | 179.62 | +3.43% | |
Apple | US0378331005 | 7.04 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 6.54 | 877.35 | +6.18% | |
Meta Platforms | US30303M1027 | 5.27 | 443.29 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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