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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1166 | 1225 | 1360 | 1788 | 2678 |
Fund Return | 1.23% | 16.58% | 22.5% | 10.78% | 12.33% | 10.35% |
Place in category | 1800 | 1187 | 490 | 268 | 844 | 432 |
% in Category | 80 | 51 | 23 | 15 | 59 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 14.03B | 4.59 | 2.37 | - | ||
Cap Group NewPerspective lux ZL CHF | 14.03B | 4.37 | 1.78 | 10.00 | ||
Cap Group NewPerspective lux A7 CHF | 14.03B | 4.41 | 1.93 | - | ||
CapGroup NewPerspective lux ZLd CHF | 14.03B | 4.39 | 1.79 | 10.00 | ||
Cap Group NewPerspective lux Bh CHF | 14.03B | 0.85 | 0.49 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group inv CoAmerica lux Z CHF | 421.23M | 6.53 | 8.49 | 10.25 | ||
Cap Group inv CoAmerica lux Zd CHF | 421.23M | 6.51 | 8.50 | 10.25 | ||
Cap Group inv CoAmerica lux A4 CHF | 421.23M | 1.28 | 11.16 | 10.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.27 | 424.31 | +0.29% | |
Broadcom | US11135F1012 | 5.82 | 1,430.15 | -0.42% | |
General Electric | US3696043013 | 3.86 | 163.17 | -0.18% | |
Meta Platforms | US30303M1027 | 3.44 | 476.75 | -0.99% | |
Amazon.com | US0231351067 | 3.07 | 186.60 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | - | - | - |
Technical Indicators | - | - | - |
Summary | Neutral | Neutral | Neutral |
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