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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 978 | 1081 | 932 | 1432 | 2349 |
Fund Return | 8.1% | -2.25% | 8.1% | -2.34% | 7.45% | 8.92% |
Place in category | 2047 | 1427 | 2047 | 1836 | 1061 | 374 |
% in Category | 71 | 51 | 71 | 77 | 60 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0675383409 | 3.18B | 19.80 | 10.51 | 11.57 | ||
KI Midcap Fund A USD Acc | 3.18B | -7.73 | 6.69 | 8.89 | ||
KI Midcap Fund B USD Acc | 3.18B | -7.73 | 6.69 | 8.54 | ||
KI Midcap Fund I USD Acc | 3.18B | -7.73 | 6.74 | 8.93 | ||
WB US Small Mid Cap Growth Fund Cla | 1.05B | 3.43 | 6.82 | 11.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 17.11B | 4.32 | 6.80 | 11.40 | ||
Capital Group New Perspective Funbu | 17.11B | 4.27 | 5.73 | 10.31 | ||
Capital Group New Perspective Funzu | 17.11B | 4.28 | 6.51 | 11.18 | ||
LU2097333152 | 17.11B | 4.34 | 6.68 | - | ||
Capital Group New Perspective Fuzdu | 17.11B | 4.31 | 6.52 | 11.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.70 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 4.75 | 228.68 | -0.73% | |
NVIDIA | US67066G1040 | 4.39 | 138.85 | +2.63% | |
Alphabet A | US02079K3059 | 3.93 | 185.23 | -0.49% | |
Taiwan Semiconductor | US8740391003 | 3.26 | 203.90 | +1.03% |
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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