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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1129 | 1237 | 1071 | 1651 | 2396 |
Fund Return | 6.96% | 12.92% | 23.66% | 2.31% | 10.55% | 9.13% |
Place in category | 1041 | 911 | 1347 | 1256 | 628 | 227 |
% in Category | 34 | 30 | 49 | 54 | 40 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0675383409 | 4B | 3.04 | 13.96 | - | ||
KI Midcap Fund A USD Acc | 4B | 2.14 | 11.38 | 13.20 | ||
KI Midcap Fund B USD Acc | 4B | 2.14 | 11.38 | 12.74 | ||
KI Midcap Fund I USD Acc | 4B | 2.15 | 11.43 | 13.24 | ||
WB US Small Mid Cap Growth Fund Cla | 923.52M | 8.86 | 1.74 | 11.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 13.63B | 8.20 | 5.30 | - | ||
LU2097333152 | 13.63B | 8.01 | 4.60 | - | ||
Cap Group New Perspective lux ZL | 13.63B | 8.03 | 4.70 | 10.35 | ||
Capital Group New Perspective Fundu | 13.63B | 8.02 | 4.73 | 10.38 | ||
Cap Group New Perspective lux A7 | 13.63B | 8.04 | 4.82 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.17 | 411.24 | -0.56% | |
Mastercard | US57636Q1040 | 3.52 | 451.47 | +0.47% | |
Alphabet A | US02079K3059 | 3.35 | 170.70 | +1.55% | |
Meta Platforms | US30303M1027 | 3.32 | 465.79 | +0.02% | |
Amazon.com | US0231351067 | 3.11 | 188.11 | -0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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