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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1053 | 1181 | 1167 | 1661 | 3097 |
Fund Return | 5.02% | 5.29% | 18.11% | 5.27% | 10.69% | 11.97% |
Place in category | - | - | - | - | - | - |
% in Category | 27 | 49 | 56 | 65 | 48 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T3 | 3.79B | 5.03 | 5.38 | 12.08 | ||
American Century US Small Cap Val E | 875.1M | -0.36 | 3.45 | 8.99 | ||
Macquarie SMID Cap Growth Collectiv | 4.97M | 7.92 | -9.71 | 7.36 | ||
Ivy Investments Intl Core Eq CIT 1 | 11.66M | 5.99 | 3.84 | 4.35 | ||
Ivy Investments Intl Core Eq CIT 2 | 7.55M | -10.29 | 7.48 | 7.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 61.06B | 3.37 | 8.42 | 10.93 | ||
American Funds New Perspective R6 | 37.87B | 3.41 | 8.77 | 11.28 | ||
Old Westbury Large Cap Strategies | 24.15B | 1.66 | 8.32 | 7.74 | ||
American Funds New Perspective F2 | 19.16B | 3.41 | 8.66 | 11.16 | ||
American Funds New Economy A | 16.71B | 5.07 | 10.25 | 11.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Netflix | US64110L1061 | 5.08 | 897.25 | +3.53% | |
Boston Scientific | US1011371077 | 4.99 | 94.84 | +0.75% | |
Taiwan Semiconductor | US8740391003 | 4.50 | 169.49 | -0.68% | |
argenx ADR | US04016X1019 | 4.01 | 571.14 | +0.02% | |
AMD | US0079031078 | 3.64 | 96.54 | -0.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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