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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1045 | 1120 | 1346 | 1757 | 3137 |
Fund Return | 5.27% | 4.55% | 11.96% | 10.41% | 11.93% | 12.11% |
Place in category | 409 | 437 | 308 | 97 | 14 | 7 |
% in Category | 35 | 31 | 28 | 9 | 3 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.4B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.4B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.4B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.4B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.4B | 6.31 | 8.28 | 12.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 5.67B | 4.73 | 10.60 | 11.67 | ||
Income Fund X Accumulation | 5.08M | 2.03 | 11.55 | 11.66 | ||
NG Fund Institutional Accumulation | 128.36M | 1.86 | 10.44 | 10.56 | ||
NG Income Fund Institutional Income | 73.43K | 1.86 | 10.44 | 10.57 | ||
Global Income Fund Sterling Income | 339.93M | 1.76 | 9.82 | 9.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.20 | - | - | |
CME Group Inc Class A | - | 3.02 | - | - | |
UnitedHealth Group Inc | - | 2.96 | - | - | |
Meta Platforms Inc Class A | - | 2.91 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 2.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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