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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1032 | 1188 | 1012 | 1592 | 2192 |
Fund Return | 8.53% | 3.15% | 18.82% | 0.41% | 9.75% | 8.16% |
Place in category | 1152 | 704 | 1506 | 1312 | 897 | 397 |
% in Category | 39 | 25 | 52 | 55 | 52 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Responsible Global EM Equity Au | 291.4M | 2.02 | 0.28 | 0.94 | ||
FC Global Smaller Cap Equity Classu | 7.04M | 10.23 | 9.38 | - | ||
FC Global Smaller Cap Equity Classa | 1.85M | 1.60 | 5.43 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 14.21B | 4.59 | 2.37 | - | ||
LU2097333152 | 14.21B | 4.38 | 1.71 | - | ||
Cap Group New Perspective lux ZL | 14.21B | 4.37 | 1.78 | 10.00 | ||
Capital Group New Perspective Fundu | 14.21B | 4.41 | 1.82 | 10.03 | ||
Cap Group New Perspective lux A7 | 14.21B | 4.41 | 1.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.87 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 5.37 | 1,208.61 | -0.11% | |
Alphabet A | US02079K3059 | 4.67 | 174.45 | -1.29% | |
Mastercard | US57636Q1040 | 4.41 | 449.79 | +0.25% | |
Linde PLC | IE000S9YS762 | 3.89 | 404.400 | +1.61% |
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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