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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1159 | 1193 | 1390 | 1943 | 3083 |
Fund Return | 3.11% | 15.87% | 19.27% | 11.59% | 14.21% | 11.92% |
Place in category | 386 | 1656 | 1159 | 139 | 236 | 142 |
% in Category | 16 | 74 | 58 | 7 | 17 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio BD USD In | 7.53B | 8.20 | 20.99 | - | ||
American Growth Portfolio B Acu | 7.88B | 12.90 | 6.62 | 13.31 | ||
American Growth Portfolio C Acu | 7.88B | 13.15 | 7.20 | 13.93 | ||
American Growth Portfolio I Acc | 7.88B | 13.74 | 8.55 | 15.36 | ||
American Growth Portfolio S1 Acc | 7.88B | 13.86 | 8.81 | 15.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I acc USD | 8.26B | 10.54 | 8.65 | 12.40 | ||
JPI US Select Equity Fund I dist US | 8.26B | 10.55 | 8.61 | - | ||
JPI US Select Equity Fund X acc USD | 8.26B | 6.95 | 11.06 | 12.91 | ||
LU0087133087 | 8.26B | 28.22 | 9.06 | 11.64 | ||
LU0070214290 | 8.26B | 26.94 | 7.98 | 10.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 456.73 | +2.19% | |
Apple | US0378331005 | 6.20 | 216.73 | +2.90% | |
Alphabet A | US02079K3059 | 3.95 | 182.99 | +0.46% | |
NVIDIA | US67066G1040 | 3.84 | 124.30 | +0.62% | |
Berkshire Hathaway B | US0846707026 | 3.83 | 405.19 | -0.40% |
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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