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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 857 | 962 | 908 | 1396 | 1638 | 2929 |
Fund Return | -14.29% | -3.76% | -9.2% | 11.76% | 10.37% | 11.35% |
Place in category | 246 | 892 | 136 | 583 | 538 | 317 |
% in Category | 12 | 41 | 8 | 36 | 47 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Japan Strategic Value Portfolio S1e | 7.34B | 17.43 | 2.82 | 8.48 | ||
American Growth Portfolio B Ace | 7.01B | 6.25 | 4.34 | 13.03 | ||
AB FCP IJapStratValuePrtfloI AccEUR | 8.18B | 3.87 | 9.29 | 10.31 | ||
AB FCP IAmericanGrwthPf A EUR H Acc | 7.5B | 6.07 | 3.01 | 12.09 | ||
AB FCP IAmericanGrwthPf I EUR H Acc | 7.5B | 6.36 | 3.84 | 12.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0218171717 | 7.74B | 10.34 | 10.60 | 14.11 | ||
LU1863551484 | 7.74B | 10.77 | 11.88 | - | ||
JPI US Select Equity Fund C acc EUR | 7.74B | 10.71 | 11.72 | 15.23 | ||
LU0218172103 | 7.74B | 10.13 | 9.94 | - | ||
JPMorgan America Eq Fund A Acc EUR | 6.82B | 12.17 | 12.41 | 14.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.01 | 191.09 | +0.64% | |
Microsoft | US5949181045 | 5.87 | 425.34 | +1.22% | |
Berkshire Hathaway B | US0846707026 | 5.60 | 413.00 | -0.94% | |
Alphabet A | US02079K3059 | 3.64 | 176.92 | +0.49% | |
UnitedHealth | US91324P1021 | 3.59 | 517.23 | -1.41% |
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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