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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1003 | 1158 | 994 | 1702 | 2409 |
Fund Return | 4.16% | 0.31% | 15.78% | -0.2% | 11.22% | 9.19% |
Place in category | 2348 | 2048 | 2062 | 1425 | 492 | 212 |
% in Category | 79 | 69 | 72 | 60 | 31 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio BD USD In | 7.53B | 8.20 | 20.99 | - | ||
American Growth Portfolio A Acu | 7.48B | 13.37 | 7.68 | 14.44 | ||
American Growth Portfolio B Acu | 7.48B | 12.90 | 6.62 | 13.31 | ||
American Growth Portfolio C Acu | 7.48B | 13.15 | 7.20 | 13.93 | ||
American Growth Portfolio I Acc | 7.48B | 13.74 | 8.55 | 15.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 13.94B | 9.09 | 3.44 | - | ||
LU2097333152 | 14.43B | 8.81 | 2.76 | - | ||
Cap Group New Perspective lux ZL | 13.94B | 8.83 | 2.84 | 10.22 | ||
Capital Group New Perspective Fundu | 13.94B | 8.82 | 2.87 | 10.25 | ||
Cap Group New Perspective lux A7 | 13.94B | 8.87 | 2.98 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.31 | 445.70 | -0.14% | |
NVIDIA | US67066G1040 | 3.24 | 130.78 | -3.54% | |
Visa A | US92826C8394 | 3.18 | 276.82 | +1.17% | |
NextEra Energy | US65339F1012 | 3.15 | 72.46 | +2.87% | |
Waste Management | US94106L1098 | 3.12 | 208.77 | +0.42% |
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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