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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1159 | 1196 | 1400 | 1967 | 3158 |
Fund Return | 3.12% | 15.95% | 19.57% | 11.87% | 14.49% | 12.19% |
Place in category | 380 | 1603 | 1102 | 105 | 156 | 94 |
% in Category | 16 | 72 | 56 | 6 | 12 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio SK USD Ac | 8.56B | 9.08 | 23.42 | 17.52 | ||
American Growth Portfolio A Acu | 7.09B | 13.19 | 10.35 | 14.85 | ||
American Growth Portfolio B Acu | 7.09B | 12.90 | 9.25 | 13.71 | ||
American Growth Portfolio C Acu | 7.09B | 13.06 | 9.86 | 14.34 | ||
American Growth Portfolio I Acc | 7.09B | 13.41 | 11.24 | 15.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I acc USD | 7.89B | 10.39 | 10.72 | 12.58 | ||
JPI US Select Equity Fund I dist US | 7.89B | 6.86 | 8.61 | - | ||
JPI US Select Equity Fund X acc USD | 7.89B | 6.95 | 11.06 | 12.91 | ||
LU0087133087 | 7.89B | 28.22 | 9.06 | 11.64 | ||
LU0070214290 | 7.89B | 26.94 | 7.98 | 10.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 409.06 | +0.37% | |
Apple | US0378331005 | 6.20 | 169.02 | +1.27% | |
Alphabet A | US02079K3059 | 3.95 | 159.13 | +0.55% | |
NVIDIA | US67066G1040 | 3.84 | 796.77 | -3.33% | |
Berkshire Hathaway B | US0846707026 | 3.83 | 405.88 | -0.70% |
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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