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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1191 | 1035 | 1362 | 1167 | 2014 | 3767 |
Fund Return | 19.12% | 3.54% | 36.22% | 5.28% | 15.03% | 14.18% |
Place in category | 385 | 504 | 565 | 321 | 200 | 66 |
% in Category | 42 | 50 | 63 | 44 | 37 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio B Acu | 8.05B | 16.65 | 3.66 | 13.17 | ||
American Growth Portfolio S1 Acc | 8.05B | 20.17 | 6.38 | 15.41 | ||
American Growth Portfolio C Acu | 8.05B | 18.67 | 4.81 | 13.67 | ||
American Growth Portfolio I Acc | 8.05B | 19.92 | 6.13 | 15.10 | ||
Japan Strategic Value Portfolio S1 | 7.34B | 17.43 | 2.82 | 8.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio B Acu | 8.05B | 16.65 | 3.66 | 13.17 | ||
American Growth Portfolio C Acu | 8.05B | 18.67 | 4.81 | 13.67 | ||
American Growth Portfolio I Acc | 8.05B | 19.92 | 6.13 | 15.10 | ||
American Growth Portfolio S1 Acc | 8.05B | 20.17 | 6.38 | 15.41 | ||
Franklin US Opportunities Fund W au | 332.61M | 11.83 | 5.57 | 11.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.07 | 146.01 | +4.18% | |
Microsoft | US5949181045 | 9.02 | 417.12 | +0.33% | |
Amazon.com | US0231351067 | 8.14 | 204.20 | +1.24% | |
Meta Platforms | US30303M1027 | 6.85 | 557.31 | +0.52% | |
Alphabet C | US02079K1079 | 5.17 | 179.52 | +1.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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