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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 | 6.86B | 24.67 | 5.57 | 11.89 | ||
Wellington Global Research Equity u | 1.03B | 21.51 | 6.90 | 9.42 | ||
Wellington US Research Equity Fund | 935.28M | 24.99 | 8.19 | 11.59 | ||
Wellington US Research Equity Fudd | 935.28M | 23.93 | 7.18 | 10.55 | ||
Wellington Global Opportunities Eqn | 32.24M | 21.45 | 5.25 | 8.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux ZL | 17.11B | 4.32 | 6.76 | 11.37 | ||
Cap Group New Perspective lux A7 | 17.11B | 4.31 | 6.91 | - | ||
Cap Group New Perspective lux ZLd | 17.11B | 4.34 | 6.78 | 11.37 | ||
Cap Group New Perspective lux ZLgd | 17.11B | 16.34 | 2.34 | 10.85 | ||
Cap Group New Perspective lux N USD | 17.11B | 4.17 | 5.03 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 2.99 | 736.67 | +1.11% | |
CSX | US1264081035 | 2.53 | 33.37 | +0.82% | |
Spotify Tech | LU1778762911 | 2.00 | 638.18 | -1.56% | |
CoStar | US22160N1090 | 1.98 | 74.06 | +0.68% | |
American Express | US0258161092 | 1.84 | 311.04 | +1.15% |
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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