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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1109 | 1225 | 1098 | 1690 | 2346 |
Fund Return | 5.25% | 10.86% | 22.5% | 3.15% | 11.06% | 8.9% |
Place in category | 1710 | 1764 | 1569 | 1107 | 460 | 277 |
% in Category | 58 | 59 | 55 | 48 | 31 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzgg | 13.79B | 5.38 | 3.94 | 9.78 | ||
Capital Group New Perspective Fubg | 13.79B | 5.25 | 3.15 | 8.90 | ||
Capital Group New Perspective Fubdg | 13.79B | 5.24 | 3.16 | 8.90 | ||
Capital Group New Perspective Funzg | 13.79B | 5.37 | 3.93 | 9.77 | ||
Capital Group New Perspective Fuzdg | 13.79B | 5.40 | 3.94 | 9.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.6B | 7.18 | 8.77 | 15.82 | ||
Fundsmith Equity I Inc | 4.71B | 7.18 | 8.77 | 15.82 | ||
Fundsmith Equity R Acc | 608.26M | 7.07 | 8.12 | 15.11 | ||
Fundsmith Equity R Inc | 18.89M | 7.07 | 8.11 | 15.11 | ||
Fundsmith Equity T Acc | 4.22B | 7.16 | 8.66 | 15.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.96 | 420.72 | -0.17% | |
Novo Nordisk B | DK0062498333 | 3.19 | 881.3 | -0.79% | |
Meta Platforms | US30303M1027 | 2.95 | 485.58 | -1.68% | |
Broadcom | US11135F1012 | 2.45 | 1,325.41 | +0.51% | |
Taiwan Semicon | TW0002330008 | 2.19 | 769.00 | -1.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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