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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1079 | 1217 | 1139 | 1764 | 2639 |
Fund Return | 7.92% | 7.92% | 21.66% | 4.45% | 12.02% | 10.19% |
Place in category | 1537 | 1537 | 1416 | 920 | 294 | 125 |
% in Category | 50 | 50 | 50 | 40 | 20 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.16B | 7.78 | 3.68 | 9.31 | ||
Capital Group New Perspective Funzg | 13.16B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdg | 13.16B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fubg | 13.16B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fubdg | 13.16B | 7.74 | 3.68 | 9.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity R Acc | 603.02M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.44M | 9.43 | 8.16 | 15.22 | ||
Fundsmith Equity T Acc | 4.19B | 9.56 | 8.70 | 15.82 | ||
Fundsmith Equity T Inc | 269.93M | 9.56 | 8.70 | 15.82 | ||
Fundsmith Equity I Acc | 15.4B | 9.59 | 8.81 | 15.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 878.7 | -1.41% | |
Taiwan Semicon | TW0002330008 | 2.55 | 754.00 | +1.62% | |
Broadcom Inc | - | 2.43 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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