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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1158 | 1133 | 1271 | 1676 | 2593 |
Fund Return | 1.56% | 15.78% | 13.32% | 8.31% | 10.89% | 10% |
Place in category | 47 | 154 | 98 | 26 | 33 | 19 |
% in Category | 18 | 69 | 38 | 18 | 20 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B66ZT477 | 604.26M | -2.63 | 2.06 | 8.37 | ||
US Multi Cap Opportunities Fund UI3 | 341.76M | 1.55 | 8.68 | 10.38 | ||
US Multi Cap Opportunities Fund USD | 341.76M | 1.55 | 8.68 | 10.39 | ||
US Multi Cap Opportunities Fund USI | 341.76M | 1.53 | 8.31 | 9.99 | ||
IE00BY7S3S36 | 324.74M | -2.87 | 1.34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Opportunities Inst USD | 1.31B | 2.90 | 4.13 | 11.30 | ||
US Opportunities Inv USD | 1.31B | 2.89 | 4.02 | 11.19 | ||
US Multi Cap Opportunities Fund USD | 341.76M | 1.55 | 8.68 | 10.39 | ||
US Multi Cap Opportunities Fund USI | 341.76M | 1.53 | 8.31 | 9.99 | ||
US Multi Cap Opportunities Fund UI3 | 341.76M | 1.55 | 8.68 | 10.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 5.56 | 405.78 | +0.21% | |
Alphabet C | US02079K1079 | 5.54 | 172.98 | +1.85% | |
Apple | US0378331005 | 4.34 | 182.40 | +0.38% | |
Microsoft | US5949181045 | 4.34 | 409.34 | -1.02% | |
Graphic Packaging | US3886891015 | 4.06 | 27.37 | +0.66% |
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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