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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1021 | 1225 | 1023 | 1788 | 2871 |
Fund Return | 9.39% | 2.15% | 22.53% | 0.74% | 12.32% | 11.12% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Opportunity Trust T1 | 4.25B | 9.35 | 0.64 | 11.01 | ||
American Century US Small Cap Val E | 759.44M | 2.06 | 1.47 | 9.32 | ||
Macquarie SMID Cap Growth Collectiv | 41.12M | -1.76 | -14.92 | 7.42 | ||
Ivy Investments Intl Core Eq CIT 1 | 11.93M | -1.13 | 4.73 | 4.52 | ||
Ivy Investments Intl Core Eq CIT 2 | 11.51M | -10.29 | 7.48 | 7.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds New Perspective A | 60.2B | 9.16 | 3.05 | 10.49 | ||
American Funds New Perspective R6 | 35.54B | 9.32 | 3.38 | 10.83 | ||
Old Westbury Large Cap Strategies | 23.87B | 10.94 | 3.63 | 7.49 | ||
American Funds New Perspective F2 | 18.32B | 9.26 | 3.27 | 10.72 | ||
American Funds New Economy A | 16.53B | 10.14 | 2.18 | 10.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.55 | 989.6 | +0.77% | |
Boston Scientific Corp | - | 4.89 | - | - | |
Advanced Micro Devices Inc | - | 4.87 | - | - | |
Netflix Inc | - | 3.66 | - | - | |
Techtronic Industries | HK0669013440 | 3.63 | 94.40 | -0.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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