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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1171 | 1152 | 1066 | 1678 | 2502 |
Fund Return | 2.09% | 17.1% | 15.21% | 2.16% | 10.91% | 9.6% |
Place in category | 1112 | 1955 | 1490 | 1053 | 500 | 179 |
% in Category | 38 | 64 | 52 | 48 | 32 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.47B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.37B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.37B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 981.36M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Opportunities Equ | 30.59M | 1.00 | 3.10 | 7.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 14.09B | 4.59 | 2.37 | - | ||
LU2097333152 | 14.09B | 4.38 | 1.71 | - | ||
Cap Group New Perspective lux ZL | 14.09B | 4.37 | 1.78 | 10.00 | ||
Capital Group New Perspective Fundu | 14.09B | 4.41 | 1.82 | 10.03 | ||
Cap Group New Perspective lux A7 | 14.09B | 4.41 | 1.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 2.99 | 467.59 | -0.04% | |
CSX | US1264081035 | 2.53 | 33.70 | -0.91% | |
Spotify Tech | LU1778762911 | 2.00 | 301.01 | +0.75% | |
CoStar | US22160N1090 | 1.98 | 86.45 | -0.84% | |
American Express | US0258161092 | 1.84 | 238.30 | -0.75% |
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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