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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1171 | 1152 | 1066 | 1678 | 2502 |
Fund Return | 2.09% | 17.1% | 15.21% | 2.16% | 10.91% | 9.6% |
Place in category | 1112 | 1955 | 1490 | 1053 | 500 | 179 |
% in Category | 38 | 64 | 52 | 48 | 32 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.23B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.3B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.3B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 957.8M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Opportunities Equ | 29.22M | 1.00 | 3.10 | 7.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzdu | 13.34B | 7.96 | 4.46 | 10.18 | ||
Cap Group New Perspective lux N USD | 13.34B | 7.64 | 3.02 | - | ||
Capital Group New Perspective Fuzgu | 13.34B | 7.92 | 4.45 | 10.19 | ||
Capital Group New Perspective Fubu | 13.34B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fubdu | 13.34B | 7.74 | 3.68 | 9.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 2.99 | 443.29 | +0.43% | |
CSX | US1264081035 | 2.53 | 33.99 | -0.12% | |
Spotify Tech | LU1778762911 | 2.00 | 289.68 | +0.23% | |
CoStar | US22160N1090 | 1.98 | 92.65 | +2.56% | |
American Express | US0258161092 | 1.84 | 235.60 | -0.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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