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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1037 | 1155 | 1024 | 1581 | 2359 |
Fund Return | 4.01% | 3.66% | 15.47% | 0.79% | 9.6% | 8.96% |
Place in category | 1495 | 1029 | 1457 | 1055 | 422 | 248 |
% in Category | 49 | 33 | 50 | 45 | 28 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 13.85B | 4.41 | 1.82 | 10.03 | ||
Capital Group New Perspective Funzc | 13.85B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdc | 13.85B | 4.29 | 1.56 | 9.83 | ||
Capital Group Global Allocation Fzc | 1.32B | 4.19 | 4.06 | 7.39 | ||
Capital Group Global Allocation Fcc | 1.32B | 4.49 | 4.89 | 8.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 13.85B | 4.41 | 1.82 | 10.03 | ||
Capital Group New Perspective Funzc | 13.85B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdc | 13.85B | 4.29 | 1.56 | 9.83 | ||
LGeneration Global CHF M A | 1.96B | 13.91 | 1.43 | 11.06 | ||
LGeneration Global CHF M D | 1.96B | 13.91 | 1.44 | 11.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 415.13 | +0.23% | |
Novo Nordisk B | DK0062498333 | 3.17 | 927.3 | +1.13% | |
Meta Platforms | US30303M1027 | 3.09 | 466.83 | +0.05% | |
Taiwan Semicon | TW0002330008 | 2.66 | 838.00 | -2.22% | |
Broadcom | US11135F1012 | 2.50 | 1,328.55 | -2.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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