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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1168 | 1018 | 1337 | 991 | 1799 | 3870 |
Fund Return | 16.83% | 1.8% | 33.68% | -0.29% | 12.46% | 14.49% |
Place in category | 618 | 709 | 516 | 691 | 431 | 147 |
% in Category | 71 | 75 | 60 | 90 | 70 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edgewood L Select US Select Growtha | 4.04B | 16.40 | -0.68 | 14.02 | ||
Edgewood L Select US Select Growthe | 4.04B | 17.15 | 0.09 | 14.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin US Opportunities Fund I ae | 234.78M | 23.73 | 3.78 | 14.10 | ||
LU0260869739 | 474.25M | 22.77 | 2.79 | 13.06 | ||
Franklin US Opportunities Fund W ae | 17.83M | 23.67 | 3.72 | 14.04 | ||
LU0260869903 | 158.22M | 22.00 | 2.03 | 12.22 | ||
American Growth Portfolio S1 Ace | 8.17B | -25.32 | 12.31 | 15.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Netflix | US64110L1061 | 7.10 | 872.76 | +0.83% | |
Microsoft | US5949181045 | 6.22 | 427.99 | +2.20% | |
ServiceNow Inc | US81762P1021 | 5.72 | 1,070.07 | +1.65% | |
Uber Tech | US90353T1007 | 5.67 | 71.56 | -2.53% | |
S&P Global | US78409V1044 | 5.52 | 521.99 | +0.46% |
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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