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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1080 | 1080 | 1220 | 1149 | 1787 | 2685 |
Fund Return | 8.02% | 8.02% | 22.01% | 4.73% | 12.31% | 10.38% |
Place in category | 1485 | 1485 | 1319 | 845 | 255 | 106 |
% in Category | 49 | 49 | 48 | 37 | 18 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fubg | 13.04B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fubdg | 13.04B | 7.74 | 3.68 | 9.30 | ||
Capital Group New Perspective Funbg | 13.04B | 7.78 | 3.68 | 9.31 | ||
Capital Group New Perspective Funzg | 13.04B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdg | 13.04B | 7.96 | 4.46 | 10.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Inc | 4.61B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 599.52M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.34M | 9.43 | 8.16 | 15.22 | ||
Fundsmith Equity T Acc | 4.17B | 9.56 | 8.70 | 15.82 | ||
Fundsmith Equity T Inc | 268.71M | 9.56 | 8.70 | 15.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 891.3 | +1.83% | |
Taiwan Semicon | TW0002330008 | 2.55 | 754.00 | +1.62% | |
Broadcom Inc | - | 2.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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