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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1057 | 1197 | 1182 | 1667 | 2666 |
Fund Return | 4.22% | 5.7% | 19.7% | 5.72% | 10.76% | 10.3% |
Place in category | 1770 | 1116 | 762 | 1036 | 418 | 231 |
% in Category | 54 | 38 | 29 | 45 | 26 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 15.98B | 4.27 | 5.73 | 10.31 | ||
Capital Group New Perspective Funzg | 15.98B | 4.28 | 6.51 | 11.18 | ||
Capital Group New Perspective Fuzdg | 15.98B | 4.31 | 6.52 | 11.18 | ||
Capital Group New Perspective Fuzgg | 15.98B | 4.33 | 6.53 | 11.19 | ||
Capital Group New Perspective Fubg | 15.98B | 4.23 | 5.71 | 10.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Inc | 3.85B | 3.69 | 8.17 | 13.49 | ||
Fundsmith Equity R Acc | 563.99M | 3.78 | 7.52 | 12.80 | ||
Fundsmith Equity R Inc | 14.9M | 3.78 | 7.52 | 12.80 | ||
Fundsmith Equity T Acc | 3.75B | 3.87 | 8.06 | 13.37 | ||
Fundsmith Equity T Inc | 224.87M | 3.75 | 8.06 | 13.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.28 | 590.64 | -4.67% | |
Taiwan Semicon | TW0002330008 | 3.25 | 988.00 | +1.75% | |
Microsoft | US5949181045 | 3.21 | 378.77 | -1.17% | |
Tesla | US88160R1014 | 3.07 | 240.68 | -2.99% | |
Broadcom | US11135F1012 | 3.03 | 191.36 | -1.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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