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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1049 | 1227 | 1021 | 1674 | 2925 |
Fund Return | 7.5% | 4.86% | 22.71% | 0.7% | 10.86% | 11.33% |
Place in category | - | - | - | - | - | - |
% in Category | 24 | 35 | 27 | 54 | 28 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T1 | 4.23B | 7.47 | 0.59 | 11.21 | ||
American Century US Small Cap Val E | 788.24M | -1.13 | 1.11 | 9.03 | ||
Macquarie SMID Cap Growth Collectiv | 42.75M | -5.57 | -17.46 | 7.05 | ||
Ivy Investments Intl Core Eq CIT 1 | 11.79M | -1.13 | 4.73 | 4.52 | ||
Ivy Investments Intl Core Eq CIT 2 | 11.51M | -10.29 | 7.48 | 7.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 59.56B | 4.65 | 1.96 | 10.26 | ||
American Funds New Perspective R6 | 34.23B | 4.77 | 2.29 | 10.60 | ||
Old Westbury Large Cap Strategies | 23.46B | 6.05 | 2.38 | 7.25 | ||
American Funds New Perspective F2 | 17.64B | 4.71 | 2.17 | 10.49 | ||
American Funds New Economy A | 16.08B | 5.71 | 0.61 | 10.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.55 | 910.0 | +0.01% | |
Boston Scientific Corp | - | 4.89 | - | - | |
Advanced Micro Devices Inc | - | 4.87 | - | - | |
Netflix Inc | - | 3.66 | - | - | |
Techtronic Industries | HK0669013440 | 3.63 | 113.10 | -0.96% |
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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