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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1061 | 1110 | 1155 | 1357 | 2090 |
Fund Return | 6.15% | 6.15% | 11.04% | 4.92% | 6.3% | 7.65% |
Place in category | 568 | 568 | 665 | 375 | 177 | 67 |
% in Category | 41 | 41 | 52 | 35 | 22 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.39B | 7.78 | 3.68 | 9.31 | ||
Capital Group New Perspective Funzg | 13.39B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdg | 13.39B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzgg | 13.39B | 7.92 | 4.45 | 10.19 | ||
Capital Group New Perspective Fubg | 13.39B | 7.73 | 3.68 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Multi Asset Income Fund I Ag | 16.94M | -3.17 | 3.21 | - | ||
MFSM Prudent Wealth Fund I1 GBP | 2.67B | -0.69 | 3.71 | 8.35 | ||
Capital Group Global Allocation Fzg | 1.28B | 6.14 | 4.93 | 7.65 | ||
Capital Group Global Allocation Fcg | 1.28B | 6.39 | 5.77 | 8.48 | ||
H Portfolios World Selection 3 Clag | 878.74M | 4.43 | 2.68 | 5.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 5.51 | - | - | |
United States Treasury Notes 4.5% | - | 3.71 | - | - | |
Taiwan Semicon | TW0002330008 | 3.38 | 766.00 | -2.17% | |
United States Treasury Bonds 4.125% | - | 2.77 | - | - | |
Microsoft Corp | - | 2.72 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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