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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1154 | 1073 | 1219 | 1100 | 1619 | 3055 |
Fund Return | 15.39% | 7.25% | 21.95% | 3.21% | 10.11% | 11.81% |
Place in category | 328 | 609 | 228 | 449 | 545 | 33 |
% in Category | 12 | 19 | 10 | 20 | 33 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington US Research Equity Fund | 1.02B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.02B | 13.89 | 4.88 | 10.47 | ||
Wellington Global Research Equity u | 987.23M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 100.06M | 13.34 | 0.77 | 10.16 | ||
Wellington Global Opportunities Equ | 31.12M | 14.38 | 3.13 | 8.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux ZL | 15.34B | 17.65 | 4.85 | 11.16 | ||
Cap Group New Perspective lux A7 | 15.34B | 17.78 | 5.00 | - | ||
Cap Group New Perspective lux ZLd | 15.34B | 17.68 | 4.86 | 11.16 | ||
Capital Group New Perspective Fundu | 15.34B | 17.72 | 4.90 | 11.20 | ||
Capital Group New Perspective Funbu | 15.34B | 16.80 | 3.85 | 10.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.22 | 222.91 | -1.33% | |
Microsoft | US5949181045 | 4.26 | 410.37 | +0.99% | |
Amazon.com | US0231351067 | 3.97 | 197.93 | +6.19% | |
Alphabet C | US02079K1079 | 3.90 | 172.65 | -0.02% | |
NVIDIA | US67066G1040 | 3.70 | 135.40 | +1.99% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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