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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1216 | 1039 | 1277 | 1142 | 1707 | 2724 |
Fund Return | 21.57% | 3.89% | 27.75% | 4.54% | 11.29% | 10.54% |
Place in category | 589 | 703 | 574 | 546 | 386 | 129 |
% in Category | 21 | 28 | 21 | 25 | 25 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.55B | 24.67 | 5.57 | 11.89 | ||
Wellington Global Research Equity u | 1.01B | 21.51 | 6.90 | 9.42 | ||
Wellington US Research Equity Fudd | 922.82M | 23.93 | 7.18 | 10.55 | ||
Wellington US Research Equity Fund | 939.42M | 24.99 | 8.19 | 11.59 | ||
Wellington Global Opportunities Equ | 31.43M | 21.66 | 5.45 | 8.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux ZLgd | 15.93B | 18.28 | 3.62 | 10.80 | ||
Cap Group New Perspective lux N USD | 15.73B | 14.48 | 0.68 | - | ||
Capital Group New Perspective Fundu | 15.73B | 16.40 | 2.38 | 10.88 | ||
Capital Group New Perspective Funbu | 15.73B | 15.18 | 1.33 | 9.80 | ||
Capital Group New Perspective Funzu | 15.73B | 16.07 | 2.10 | 10.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 2.99 | 615.86 | +0.84% | |
CSX | US1264081035 | 2.53 | 31.78 | -1.32% | |
Spotify Tech | LU1778762911 | 2.00 | 459.96 | -4.12% | |
CoStar | US22160N1090 | 1.98 | 69.87 | -2.06% | |
American Express | US0258161092 | 1.84 | 293.30 | -3.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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