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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1053 | 1182 | 1170 | 1669 | 3128 |
Fund Return | 5.03% | 5.3% | 18.23% | 5.38% | 10.79% | 12.08% |
Place in category | - | - | - | - | - | - |
% in Category | 26 | 49 | 55 | 62 | 48 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T1 | 3.79B | 5.02 | 5.27 | 11.97 | ||
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 2 | 7.55M | -10.29 | 7.48 | 7.19 | ||
Ivy Investments Intl Core Eq CIT 1 | 11.66M | 5.99 | 3.84 | 4.35 |
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 | 895.82 | +3.36% | |
Boston Scientific | US1011371077 | 4.99 | 94.86 | +0.78% | |
Taiwan Semiconductor | US8740391003 | 4.50 | 169.23 | -0.83% | |
argenx ADR | US04016X1019 | 4.01 | 572.55 | +0.27% | |
AMD | US0079031078 | 3.64 | 96.17 | -0.48% |
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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