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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1158 | 1137 | 1284 | 1705 | 2686 |
Fund Return | 1.55% | 15.84% | 13.69% | 8.68% | 11.27% | 10.39% |
Place in category | 50 | 153 | 93 | 23 | 25 | 16 |
% in Category | 21 | 69 | 35 | 14 | 16 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B66ZT477 | 588.79M | -2.63 | 2.06 | 8.37 | ||
US Multi Cap Opportunities Fund UI3 | 338.07M | 1.55 | 8.68 | 10.38 | ||
US Multi Cap Opportunities Fund USI | 338.07M | 1.53 | 8.31 | 9.99 | ||
US Multi Cap Opportunities Fund UID | 338.07M | 1.56 | 8.31 | 10.00 | ||
IE00BY7S3S36 | 317.27M | -2.87 | 1.34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Opportunities Inst USD | 1.27B | 2.90 | 4.13 | 11.30 | ||
US Opportunities Inv USD | 1.27B | 2.89 | 4.02 | 11.19 | ||
US Multi Cap Opportunities Fund UI3 | 338.07M | 1.55 | 8.68 | 10.38 | ||
US Multi Cap Opportunities Fund USI | 338.07M | 1.53 | 8.31 | 9.99 | ||
US Multi Cap Opportunities Fund UID | 338.07M | 1.56 | 8.31 | 10.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 5.56 | 401.65 | -0.81% | |
Alphabet C | US02079K1079 | 5.54 | 173.69 | +9.97% | |
Apple | US0378331005 | 4.34 | 169.30 | -0.35% | |
Microsoft | US5949181045 | 4.34 | 406.32 | +1.82% | |
Graphic Packaging | US3886891015 | 4.06 | 27.53 | +0.84% |
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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