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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1175 | 1056 | 1308 | 1146 | 1853 | 2839 |
Fund Return | 17.46% | 5.65% | 30.75% | 4.63% | 13.13% | 11% |
Place in category | 890 | 863 | 1251 | 756 | 272 | 127 |
% in Category | 31 | 27 | 42 | 33 | 16 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 15.65B | 16.80 | 3.85 | 10.11 | ||
Capital Group New Perspective Funzg | 15.65B | 17.46 | 4.63 | 10.99 | ||
Capital Group New Perspective Fuzdg | 15.65B | 17.49 | 4.64 | 10.99 | ||
Capital Group New Perspective Fubg | 15.65B | 16.80 | 3.85 | 10.11 | ||
Capital Group New Perspective Fubdg | 15.65B | 16.79 | 3.84 | 10.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 14.14B | 7.19 | 3.42 | 14.76 | ||
Fundsmith Equity I Inc | 4.19B | 7.19 | 3.42 | 14.75 | ||
Fundsmith Equity R Acc | 589.95M | 6.71 | 2.80 | 14.06 | ||
Fundsmith Equity R Inc | 15.58M | 6.70 | 2.80 | 14.06 | ||
Fundsmith Equity T Acc | 3.91B | 7.11 | 3.32 | 14.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.69 | 567.58 | -4.09% | |
Microsoft | US5949181045 | 3.35 | 406.35 | -6.03% | |
Taiwan Semicon | TW0002330008 | 3.04 | 1,030.00 | -0.96% | |
Broadcom | US11135F1012 | 2.74 | 169.77 | -3.89% | |
Novo Nordisk B | DK0062498333 | 2.57 | 763.1 | -1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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