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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1109 | 1109 | 1222 | 1133 | 1443 | 1931 |
Fund Return | 10.87% | 10.87% | 22.24% | 4.26% | 7.61% | 6.8% |
Place in category | 690 | 690 | 823 | 692 | 573 | 349 |
% in Category | 78 | 78 | 94 | 91 | 96 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2168564065 | 2.5B | 4.74 | 3.22 | 5.90 | ||
LU2384057423 | 398.04M | 4.54 | - | - | ||
LU0262757841 | 307.82M | 2.96 | 2.49 | 2.47 | ||
LU0107996786 | 284.64M | 7.02 | 2.48 | 3.06 | ||
LU2168562101 | 275.94M | 8.58 | 6.56 | 2.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio B Ace | 7.85B | 12.90 | 9.25 | 13.71 | ||
Franklin US Opportunities Fund I ae | 198.73M | 16.25 | 9.58 | 15.29 | ||
LU0260869739 | 359.93M | 16.02 | 8.55 | 14.25 | ||
Franklin US Opportunities Fund W ae | 16.14M | 16.23 | 9.52 | 15.23 | ||
LU0260869903 | 137.3M | 15.77 | 7.74 | 13.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.10 | 396.08 | +1.73% | |
Apple | US0378331005 | 3.70 | 171.40 | +0.63% | |
NVIDIA | US67066G1040 | 2.64 | 833.30 | -3.56% | |
Amazon.com | US0231351067 | 2.12 | 179.84 | +2.77% | |
Alphabet A | US02079K3059 | 2.11 | 165.04 | +1.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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