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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1155 | 1047 | 1155 | 1385 | 1715 | - |
Fund Return | 15.53% | 4.7% | 15.53% | 11.47% | 11.39% | - |
Place in category | 135 | 168 | 135 | 25 | 73 | - |
% in Category | 60 | 54 | 60 | 8 | 34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NG Fund Institutional Accumulation | 123.53M | 7.91 | 6.76 | 10.16 | ||
Income Fund B Accumulation | 16.18M | 8.03 | 6.86 | 10.25 | ||
NG Income Fund Institutional Income | 248.95K | 7.92 | 6.76 | 10.16 | ||
Income Fund B Income | 52.6M | 8.03 | 6.86 | 10.25 | ||
Income Fund Sterling Accumulation | 4.07M | 7.33 | 6.16 | 9.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.1B | 13.72 | 8.83 | 12.71 | ||
JPM US Equity Income Fund B Net Acc | 3.1B | 13.46 | 6.29 | 10.67 | ||
JPM US Equity Income Fund B Net Inc | 3.1B | 13.48 | 6.28 | 10.67 | ||
JPM US Equity Income Fund C Net Acc | 3.1B | 13.86 | 6.66 | 11.03 | ||
JPM US Equity Income Fund C Net Inc | 3.1B | 13.86 | 6.66 | 11.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.58 | 24.45 | -0.08% | |
Cisco | US17275R1023 | 4.42 | 62.27 | -0.48% | |
Bank of America | US0605051046 | 3.70 | 47.74 | +1.34% | |
L3Harris Technologies | US5024311095 | 3.10 | 206.66 | -1.11% | |
Medtronic | IE00BTN1Y115 | 3.09 | 90.82 | -0.95% |
Type | 5 Min | 15 Min | Hourly | Daily | Monthly |
---|---|---|---|---|---|
Moving Averages | Buy | Buy | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Strong Buy | Strong Buy | Buy |
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