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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1211 | 1049 | 1366 | 1295 | 2058 | - |
Fund Return | 21.1% | 4.86% | 36.63% | 9% | 15.53% | - |
Place in category | 12 | 20 | 12 | 444 | 213 | - |
% in Category | 2 | 3 | 2 | 60 | 39 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio B Ace | 7.48B | 12.90 | 6.62 | 13.31 | ||
Franklin US Opportunities Fund I ae | 213.76M | 14.29 | 8.48 | 14.94 | ||
LU0260869739 | 419.29M | 13.83 | 7.43 | 13.90 | ||
Franklin US Opportunities Fund W ae | 17.77M | 14.24 | 8.41 | 14.87 | ||
LU0260869903 | 147.7M | 13.46 | 6.64 | 13.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.74 | 135.64 | +3.56% | |
Microsoft | US5949181045 | 9.57 | 446.34 | -0.45% | |
Amazon.com | US0231351067 | 9.49 | 182.81 | -0.68% | |
Meta Platforms | US30303M1027 | 6.84 | 499.49 | -1.41% | |
Apple | US0378331005 | 4.73 | 214.29 | -1.10% |
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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