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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1155 | 1046 | 1194 | 1148 | 1361 | 1994 |
Fund Return | 15.49% | 4.56% | 19.37% | 4.71% | 6.36% | 7.14% |
Place in category | 490 | 1306 | 417 | 413 | 195 | 74 |
% in Category | 36 | 91 | 30 | 34 | 22 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 15.73B | 18.34 | 3.65 | 10.83 | ||
Capital Group New Perspective Funzc | 15.73B | 18.04 | 3.39 | 10.62 | ||
Capital Group New Perspective Fuzdc | 15.73B | 18.05 | 3.39 | 10.62 | ||
Capital Group New Perspective Fubc | 15.73B | 17.23 | 2.61 | 9.75 | ||
Capital Group Global Allocation Fzc | 1.49B | 15.53 | 4.72 | 7.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group Global Allocation Fzc | 1.49B | 15.53 | 4.72 | 7.15 | ||
Capital Group Global Allocation Fcc | 1.49B | 16.40 | 5.55 | 7.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.15 | 231.98 | +0.06% | |
Taiwan Semicon | TW0002330008 | 4.26 | 1,065.00 | -0.93% | |
United States Treasury Notes 4.375% | - | 3.88 | - | - | |
Philip Morris | US7181721090 | 3.08 | 121.10 | +0.62% | |
United States Treasury Bonds 4.625% | - | 2.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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