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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1139 | 1106 | 1090 | 1521 | - |
Fund Return | 0.99% | 13.95% | 10.56% | 2.91% | 8.75% | - |
Place in category | 1973 | 2847 | 2190 | 911 | 1047 | - |
% in Category | 64 | 91 | 76 | 42 | 63 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.39B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.34B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.34B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 975.88M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 98.02M | 2.09 | 2.16 | 9.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 13.94B | 4.59 | 2.37 | - | ||
LU2097333152 | 13.94B | 4.38 | 1.71 | - | ||
Cap Group New Perspective lux ZL | 13.94B | 4.37 | 1.78 | 10.00 | ||
Capital Group New Perspective Fundu | 13.94B | 4.41 | 1.82 | 10.03 | ||
Cap Group New Perspective lux A7 | 13.94B | 4.41 | 1.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.09 | 414.55 | -0.14% | |
Alphabet C | US02079K1079 | 3.87 | 174.11 | +0.09% | |
Amazon.com | US0231351067 | 3.50 | 177.11 | +0.38% | |
Apple | US0378331005 | 2.42 | 194.74 | +1.30% | |
Salesforce Inc | US79466L3024 | 2.12 | 234.15 | -0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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