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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1014 | 1077 | 967 | 1198 | 1601 |
Fund Return | 4.51% | 1.4% | 7.68% | -1.1% | 3.68% | 4.82% |
Place in category | 272 | 255 | 251 | 307 | 276 | 175 |
% in Category | 72 | 69 | 65 | 85 | 82 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Laudus US Large Cap Growth | 2.39B | 2.39 | 11.76 | 15.09 | ||
Laudus Mondrian Emerging Markets In | 20.81M | 5.60 | 1.09 | 1.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Europacific Growth R | 65.89B | 4.88 | 2.17 | 6.06 | ||
Vanguard International Growth Adm | 37.43B | 5.84 | 0.46 | 9.28 | ||
American Funds Europacific Growth A | 19.87B | 4.84 | 1.79 | 5.68 | ||
American Funds Europacific Growth F | 19.63B | 4.87 | 2.06 | 5.95 | ||
WCM Focused International Growth I | 18.4B | 6.85 | 2.63 | 10.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab Emerging Markets Equity | US8085247067 | 2.61 | 27.90 | +0.76% | |
Msci Eafe Mar25 Ifus 20250321 | - | 2.30 | - | - | |
Novo Nordisk B | DK0062498333 | 1.28 | 557.5 | -1.50% | |
Novartis | CH0012005267 | 1.09 | 95.37 | -2.46% | |
Roche Holding Participation | CH0012032048 | 0.95 | 294.50 | -1.11% |
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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