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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1250 | 1065 | 1310 | 1266 | 1891 | 2993 |
Fund Return | 24.99% | 6.47% | 31.03% | 8.19% | 13.59% | 11.59% |
Place in category | 1258 | 1139 | 1237 | 1191 | 894 | 401 |
% in Category | 59 | 52 | 58 | 70 | 61 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.86B | 24.67 | 5.57 | 11.89 | ||
Wellington Global Research Equity u | 1.03B | 21.51 | 6.90 | 9.42 | ||
Wellington US Research Equity Fudd | 935.28M | 23.93 | 7.18 | 10.55 | ||
Wellington Global Select Capital Ap | 111.47M | 21.57 | 4.54 | 10.54 | ||
Wellington Global Opportunities Equ | 32.24M | 21.66 | 5.45 | 8.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan America Eq Fund I Acc USD | 9.19B | 2.74 | 13.87 | 14.46 | ||
JPMorgan America Eq Fund C dist USD | 9.19B | 2.74 | 13.80 | 14.40 | ||
JPI US Select Equity Fund I acc USD | 9.48B | 2.34 | 11.55 | 13.21 | ||
LU0070214290 | 9.48B | 22.90 | 6.66 | 11.48 | ||
LU0115097544 | 9.48B | 22.26 | 6.11 | 10.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.47 | 138.85 | +2.63% | |
Microsoft | US5949181045 | 6.61 | 408.43 | -0.51% | |
Apple | US0378331005 | 6.07 | 244.60 | +1.27% | |
Amazon.com | US0231351067 | 4.86 | 228.68 | -0.73% | |
Alphabet A | US02079K3059 | 4.62 | 185.23 | -0.49% |
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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