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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1102 | 1057 | 1128 | 1144 | 1345 | 2057 |
Fund Return | 10.18% | 5.75% | 12.77% | 4.57% | 6.11% | 7.48% |
Place in category | 212 | 72 | 318 | 354 | 171 | 61 |
% in Category | 14 | 4 | 23 | 29 | 19 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funde | 15.25B | 11.86 | 2.76 | 10.63 | ||
Capital Group New Perspective Funbe | 15.25B | 11.17 | 1.72 | 9.56 | ||
Capital Group New Perspective Funze | 15.25B | 11.64 | 2.48 | 10.43 | ||
Capital Group New Perspective Fuzde | 15.25B | 11.68 | 2.49 | 10.43 | ||
Cap Group New Perspective lux N | 15.25B | 10.76 | 1.05 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Allianz Income and Growth P EUR | 49.34B | 7.90 | 4.72 | 9.27 | ||
Global Allocation Fund X2 Use | 765.06M | 7.98 | 1.88 | 6.19 | ||
LU0523293024 | 1.13B | 7.38 | 0.91 | 5.17 | ||
LU0408221512 | 1.29B | 6.92 | 0.16 | 4.39 | ||
LU0331284793 | 368.51M | 6.13 | -1.09 | 3.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.43 | 161.39 | +1.11% | |
Taiwan Semicon | TW0002330008 | 4.17 | 950.00 | +0.11% | |
United States Treasury Notes 4.5% | - | 3.66 | - | - | |
AstraZeneca | GB0009895292 | 2.75 | 13,158.0 | 0.00% | |
United States Treasury Bonds 4.125% | - | 2.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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