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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1175 | 1188 | 1120 | 1661 | 2976 |
Fund Return | 2.94% | 17.48% | 18.79% | 3.84% | 10.69% | 11.52% |
Place in category | 516 | 1766 | 977 | 697 | 565 | 46 |
% in Category | 20 | 59 | 35 | 31 | 36 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington US Research Equity Fund | 1.29B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.29B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 945.6M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 94.19M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Equ | 28.84M | 1.00 | 3.10 | 7.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzdu | 13.16B | 7.96 | 4.46 | 10.18 | ||
Cap Group New Perspective lux N USD | 13.16B | 7.64 | 3.02 | - | ||
Capital Group New Perspective Fuzgu | 13.16B | 7.92 | 4.45 | 10.19 | ||
Capital Group New Perspective Fubu | 13.16B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fubdu | 13.16B | 7.74 | 3.68 | 9.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.93 | 409.06 | +0.37% | |
Amazon.com | US0231351067 | 3.85 | 176.59 | -1.64% | |
Alphabet C | US02079K1079 | 3.60 | 161.10 | +0.74% | |
Meta Platforms | US30303M1027 | 3.19 | 493.50 | -0.52% | |
Taiwan Semicon | TW0002330008 | 2.17 | 766.00 | -2.17% |
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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