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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1072 | 1090 | 1173 | 1370 | 2049 |
Fund Return | 3.71% | 7.16% | 9.01% | 5.47% | 6.5% | 7.44% |
Place in category | 573 | 378 | 435 | 395 | 161 | 65 |
% in Category | 42 | 26 | 32 | 37 | 20 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fubg | 13.84B | 5.25 | 3.15 | 8.90 | ||
Capital Group New Perspective Fubdg | 13.84B | 5.24 | 3.16 | 8.90 | ||
Capital Group New Perspective Funbg | 13.84B | 5.25 | 3.15 | 8.90 | ||
Capital Group New Perspective Funzg | 13.84B | 5.37 | 3.93 | 9.77 | ||
Capital Group New Perspective Fuzdg | 13.84B | 5.40 | 3.94 | 9.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Multi Asset Income Fund I Ag | 16.87M | -3.17 | 3.21 | - | ||
MFSM Prudent Wealth Fund I1 GBP | 2.82B | -0.69 | 3.71 | 8.35 | ||
Capital Group Global Allocation Fcg | 1.32B | 3.89 | 6.33 | 8.26 | ||
Capital Group Global Allocation zdg | 1.32B | 3.69 | 5.46 | 7.44 | ||
Capital Group Global Allocation Fzg | 1.32B | 3.74 | 5.49 | 7.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.48 | 1,325.41 | +0.51% | |
United States Treasury Notes 4.5% | - | 3.74 | - | - | |
Taiwan Semicon | TW0002330008 | 3.10 | 769.00 | -1.28% | |
United States Treasury Bonds 4.125% | - | 2.78 | - | - | |
Microsoft | US5949181045 | 2.71 | 420.72 | -0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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