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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1072 | 1404 | 1191 | 1831 | - |
Fund Return | 14.49% | 7.19% | 40.36% | 6.01% | 12.86% | - |
Place in category | 49 | 120 | 109 | 534 | 291 | - |
% in Category | 6 | 15 | 11 | 72 | 55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio B Ace | 7.01B | 6.25 | 4.34 | 13.03 | ||
Franklin US Opportunities Fund W ae | 16.55M | 11.37 | 6.22 | 15.14 | ||
LU0260869903 | 139.11M | 10.76 | 4.49 | 13.31 | ||
Franklin US Opportunities Fund I ae | 201.11M | 11.40 | 6.29 | 15.20 | ||
LU0260869739 | 391.56M | 11.05 | 5.27 | 14.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.74 | 1,096.33 | -0.82% | |
Microsoft | US5949181045 | 9.57 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 9.49 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 6.84 | 466.83 | +0.05% | |
Apple | US0378331005 | 4.73 | 192.25 | +0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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