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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 921 | 1151 | 753 | 1102 | 2498 |
Fund Return | 0.72% | -7.93% | 15.06% | -9.01% | 1.97% | 9.59% |
Place in category | 895 | 904 | 763 | 722 | 593 | 346 |
% in Category | 96 | 97 | 90 | 96 | 100 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Interfund Eq USA H | 1.75B | 10.50 | 4.93 | 6.92 | ||
Interfund Eq USA A | 1.75B | 13.57 | 11.76 | 11.70 | ||
Fonditalia Glbl T | 1.72B | 8.67 | 7.49 | 5.72 | ||
Fonditalia Glbl R | 1.72B | 8.37 | 6.79 | 5.04 | ||
Fonditalia Eq Glbl Hi div S | 1.07B | 8.04 | 7.09 | 6.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio B Ace | 7.48B | 12.90 | 6.62 | 13.31 | ||
LU0260869739 | 420.48M | 13.83 | 7.43 | 13.90 | ||
Franklin US Opportunities Fund I ae | 213.63M | 14.29 | 8.48 | 14.94 | ||
Franklin US Opportunities Fund W ae | 17.79M | 14.24 | 8.41 | 14.87 | ||
LU0260869903 | 149.04M | 13.46 | 6.64 | 13.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cloudflare | US18915M1071 | 9.08 | 80.66 | +2.62% | |
Doordash | US25809K1051 | 6.60 | 112.08 | +1.25% | |
Apple | US0378331005 | 6.58 | 209.07 | +0.45% | |
Tesla | US88160R1014 | 5.74 | 187.35 | +2.61% | |
Snowflake | US8334451098 | 5.59 | 124.21 | -0.47% |
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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