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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1087 | 1296 | 1713 | 1715 | - |
Fund Return | 7.47% | 8.74% | 29.55% | 19.65% | 11.4% | - |
Place in category | 12 | 8 | 18 | 6 | 39 | - |
% in Category | 7 | 4 | 9 | 4 | 33 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Opportunities Inst USD | 1.25B | 5.85 | 15.80 | 11.42 | ||
US Opportunities Inv USD | 1.25B | 5.79 | 15.69 | 11.31 | ||
North American Fund Class I US Doll | 402.46M | 7.99 | 14.35 | 10.65 | ||
North American Fund Class S US Doll | 248.28M | 8.03 | 14.42 | 10.76 | ||
US Multi Cap Opportunities Fund USI | 416.96M | -2.60 | 6.97 | 10.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palantir | US69608A1088 | 8.71 | 160.87 | +2.35% | |
Cloudflare | US18915M1071 | 4.25 | 198.55 | +1.36% | |
Veeva Systems A | US9224751084 | 4.11 | 286.54 | +0.48% | |
Alnylam | US02043Q1076 | 3.87 | 451.20 | +1.70% | |
Quanta Services | US74762E1029 | 3.64 | 383.92 | +1.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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