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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1175 | 1188 | 1120 | 1661 | 2976 |
Fund Return | 2.94% | 17.48% | 18.79% | 3.84% | 10.69% | 11.52% |
Place in category | 516 | 1766 | 977 | 697 | 565 | 46 |
% in Category | 20 | 59 | 35 | 31 | 36 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington US Research Equity Fund | 1.31B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.31B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 965.12M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 95.54M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Equ | 29.25M | 1.00 | 3.10 | 7.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 13.5B | 8.02 | 4.73 | 10.38 | ||
Cap Group New Perspective lux A7 | 13.5B | 8.04 | 4.82 | - | ||
Capital Group New Perspective Funbu | 13.5B | 7.78 | 3.68 | 9.31 | ||
Cap Group New Perspective lux ZLd | 13.5B | 8.06 | 4.70 | 10.35 | ||
Capital Group New Perspective Funzu | 13.5B | 7.97 | 4.46 | 10.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.93 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 3.85 | 186.24 | +0.82% | |
Alphabet C | US02079K1079 | 3.60 | 169.01 | +0.33% | |
Meta Platforms | US30303M1027 | 3.19 | 452.05 | +2.35% | |
Taiwan Semicon | TW0002330008 | 2.17 | 780.00 | +1.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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