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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1264 | 1097 | 1264 | 1065 | 1941 | - |
Fund Return | 26.35% | 9.65% | 26.35% | 2.13% | 14.19% | - |
Place in category | 28 | 18 | 28 | 84 | 5 | - |
% in Category | 16 | 11 | 16 | 53 | 6 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Opportunities Inst USD | 1.18B | 11.64 | 4.59 | 11.39 | ||
US Opportunities Inv USD | 1.18B | 11.53 | 4.48 | 11.28 | ||
North American Fund Class I US Doll | 752.37M | 3.16 | 12.25 | 10.30 | ||
North American Fund Class S US Doll | 752.37M | 3.18 | 12.30 | 10.39 | ||
US Multi Cap Opportunities Fund UI3 | 401.68M | -2.51 | 7.34 | 10.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 6.72 | 127.72 | +6.51% | |
Vertiv Holdings Co | US92537N1081 | 3.92 | 115.36 | +2.80% | |
The Trade Desk | US88339J1051 | 3.85 | 71.46 | +0.49% | |
Ares Management | US03990B1017 | 3.83 | 173.88 | +2.29% | |
Datadog | US23804L1035 | 3.72 | 122.16 | +0.34% |
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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