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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1176 | 1007 | 1176 | 989 | 1593 | - |
Fund Return | 17.57% | 0.73% | 17.57% | -0.36% | 9.76% | - |
Place in category | 745 | 613 | 745 | 1401 | 451 | - |
% in Category | 28 | 23 | 28 | 60 | 28 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1084869962 | 6.78B | 23.60 | 4.59 | 10.86 | ||
LU1084870465 | 6.78B | 24.45 | 5.37 | 11.68 | ||
LU1366343215 | 555.69M | 9.07 | -5.34 | - | ||
LU1547288214 | 317.38M | 22.77 | 1.55 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 16.62B | 17.04 | 2.93 | - | ||
Cap Group New Perspective lux ZL | 16.62B | 16.33 | 2.33 | 10.85 | ||
Cap Group New Perspective lux A7 | 16.62B | 16.51 | 2.48 | - | ||
Cap Group New Perspective lux ZLd | 16.62B | 16.42 | 2.36 | 10.86 | ||
Cap Group New Perspective lux ZLgd | 16.62B | 16.34 | 2.34 | 10.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 6.65 | 191.60 | +0.14% | |
Amazon.com | US0231351067 | 6.51 | 238.83 | +1.13% | |
NVIDIA | US67066G1040 | 5.24 | 128.68 | +3.08% | |
Microsoft | US5949181045 | 4.68 | 415.82 | +0.61% | |
Fed Funds - 25Bps | - | 4.01 | - | - |
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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