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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 1023 | 1226 | 1019 | 1773 | 2815 |
Fund Return | 9.47% | 2.29% | 22.57% | 0.63% | 12.13% | 10.9% |
Place in category | 173 | 196 | 194 | 227 | 114 | 21 |
% in Category | 48 | 51 | 48 | 64 | 43 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan International Value Instl | 21.35B | 7.99 | 7.46 | 7.38 | ||
Artisan International Value Advisor | 9.96B | 7.96 | 7.36 | - | ||
Artisan Mid Cap Advisor | 4.5B | 3.21 | -4.16 | - | ||
Artisan Mid Cap Institutional | 4.5B | 3.25 | -4.08 | 9.69 | ||
Artisan Mid Cap Investor | 4.5B | 3.19 | -4.29 | 9.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.51B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.85B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 24.15B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.41B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.87B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.53 | 1,005.6 | +0.30% | |
Advanced Micro Devices Inc | - | 4.85 | - | - | |
Boston Scientific Corp | - | 4.64 | - | - | |
Netflix Inc | - | 3.67 | - | - | |
Techtronic Industries | HK0669013440 | 3.60 | 89.00 | -4.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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