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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1111 | 1268 | 1216 | 1698 | 2928 |
Fund Return | 11.13% | 11.13% | 26.76% | 6.74% | 11.17% | 11.34% |
Place in category | 40 | 40 | 38 | 71 | 64 | 44 |
% in Category | 18 | 18 | 20 | 45 | 38 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Accumulation | 15.4M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 47.49M | 4.38 | 9.60 | 10.74 | ||
Income Fund Sterling Accumulation | 5.89M | 4.22 | 8.88 | 10.04 | ||
Income Fund Exempt 2 Income | 11.96M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 738.92M | 4.42 | 9.76 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF Miton US Opportunities Fund A Ac | 1.57B | 8.90 | 8.84 | 14.14 | ||
CF Miton US Opportunities Fund B Ac | 1.57B | 9.11 | 9.70 | 15.01 | ||
US Opportunities Inv GBP | 1.28B | 6.82 | 8.09 | 14.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 7.61 | 179.62 | +3.43% | |
NVIDIA | US67066G1040 | 5.74 | 877.35 | +6.18% | |
Apple | US0378331005 | 3.89 | 169.30 | -0.35% | |
Alphabet C | US02079K1079 | 3.65 | 173.69 | +9.97% | |
CoStar | US22160N1090 | 3.48 | 92.65 | +2.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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