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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 857 | 962 | 908 | 1396 | 1638 | 2929 |
Fund Return | -14.29% | -3.76% | -9.2% | 11.76% | 10.37% | 11.35% |
Place in category | 246 | 892 | 136 | 583 | 538 | 317 |
% in Category | 12 | 41 | 8 | 36 | 47 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio B Ace | 7.85B | 12.90 | 9.25 | 13.71 | ||
Japan Strategic Value Portfolio S1e | 7.34B | 17.43 | 2.82 | 8.48 | ||
AB FCP IAmericanGrwthPf A EUR H Acc | 7.15B | 12.86 | 7.85 | 12.79 | ||
AB FCP IAmericanGrwthPf I EUR H Acc | 7.15B | 13.10 | 8.73 | 13.67 | ||
AB FCP IAmericanGrwthPf C EUR H Acc | 7.15B | 12.74 | 7.36 | 12.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund C acc EUR | 7.91B | 13.15 | 13.79 | 15.31 | ||
LU0218172103 | 7.91B | 12.72 | 11.98 | - | ||
LU0218171717 | 7.91B | 12.87 | 12.65 | 14.19 | ||
LU1863551484 | 7.91B | 13.19 | 13.95 | - | ||
JPMorgan America Eq Fund A Acc EUR | 6.64B | 15.00 | 14.80 | 14.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.01 | 170.33 | -1.83% | |
Microsoft | US5949181045 | 5.87 | 389.33 | -3.21% | |
Berkshire Hathaway B | US0846707026 | 5.60 | 396.71 | -1.06% | |
Alphabet A | US02079K3059 | 3.64 | 162.78 | -2.03% | |
UnitedHealth | US91324P1021 | 3.59 | 483.70 | -1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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