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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1214 | 1032 | 1261 | 1166 | 1641 | 2231 |
Fund Return | 21.45% | 3.21% | 26.08% | 5.25% | 10.41% | 8.36% |
Place in category | 570 | 820 | 710 | 386 | 569 | 454 |
% in Category | 20 | 32 | 27 | 17 | 34 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.76B | 24.67 | 5.57 | 11.89 | ||
Wellington Global Research Equity u | 1B | 21.51 | 6.90 | 9.42 | ||
Wellington US Research Equity Fund | 927.57M | 24.99 | 8.19 | 11.59 | ||
Wellington US Research Equity Fudd | 927.57M | 23.93 | 7.18 | 10.55 | ||
Wellington Global Select Capital Ap | 109.4M | 21.57 | 4.54 | 10.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 16.86B | 16.40 | 2.38 | 10.88 | ||
Capital Group New Perspective Funbu | 16.86B | 15.18 | 1.33 | 9.80 | ||
Capital Group New Perspective Funzu | 16.86B | 16.07 | 2.10 | 10.67 | ||
LU2097333152 | 16.86B | 16.25 | 2.26 | - | ||
Capital Group New Perspective Fuzdu | 16.86B | 16.09 | 2.12 | 10.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.63 | 129.84 | +0.90% | |
Microsoft | US5949181045 | 4.59 | 409.75 | -1.46% | |
Apple | US0378331005 | 4.32 | 227.63 | -2.40% | |
Alphabet C | US02079K1079 | 3.92 | 187.14 | -3.19% | |
Amazon.com | US0231351067 | 3.56 | 229.15 | -4.05% |
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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