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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 780 | 1031 | 805 | 1164 | 1471 | 3245 |
Fund Return | -21.99% | 3.09% | -19.51% | 5.18% | 8.03% | 12.49% |
Place in category | 850 | 665 | 806 | 673 | 183 | 18 |
% in Category | 35 | 26 | 34 | 37 | 16 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington US Research Equity Fund | 1.42B | -16.13 | 13.92 | 13.44 | ||
Wellington US Research Equity Fudd | 1.42B | -18.27 | 7.77 | 11.20 | ||
Wellington Global Research Equity u | 859.6M | -16.31 | 10.90 | 10.79 | ||
Wellington Global Opportunities Equ | 66.47M | -17.24 | 9.78 | 10.37 | ||
Wellington Global Opportunities Eqn | 66.47M | -17.30 | 9.57 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2097333152 | 16.08B | 17.34 | 4.82 | - | ||
Cap Group New Perspective lux C | 16.08B | 17.85 | 5.50 | - | ||
Cap Group New Perspective lux ZL | 16.08B | 17.41 | 4.92 | 10.44 | ||
Capital Group New Perspective Fundu | 16.08B | 17.45 | 4.95 | 10.48 | ||
Cap Group New Perspective lux A7 | 16.08B | 17.53 | 5.08 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.09 | 312.79 | +0.21% | |
Apple | US0378331005 | 3.44 | 170.43 | -0.89% | |
Alphabet C | US02079K1079 | 2.88 | 131.48 | +1.56% | |
Amazon.com | US0231351067 | 2.58 | 125.98 | 0.00% | |
UnitedHealth | US91324P1021 | 2.44 | 503.73 | -0.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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