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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1107 | 1205 | 895 | 1412 | 3008 |
Fund Return | 10.74% | 10.74% | 20.51% | -3.64% | 7.15% | 11.64% |
Place in category | 82 | 82 | 119 | 324 | 271 | 60 |
% in Category | 18 | 18 | 24 | 88 | 90 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.52B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.52B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.52B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund C Net Inc | 3.52B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.52B | 3.29 | 11.72 | 13.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TRUS Smaller Companies Equity Fundg | 3.5B | 6.22 | 6.75 | 14.46 | ||
GB00B8358Z89 | 334.2M | 0.13 | 6.45 | 13.70 | ||
GB00BMMV5766 | 888.84M | -1.28 | 13.06 | - | ||
Schroder US Smaller Comp Z Acc | 726.52M | 4.88 | 4.01 | 11.13 | ||
Schroder US Smaller Comp Z Inc | 726.52M | 4.88 | 4.02 | 11.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer Inc | - | 3.77 | - | - | |
Applied Industrial Technologies Inc | - | 1.88 | - | - | |
AAON Inc | - | 1.78 | - | - | |
Simpson Manufacturing Co Inc | - | 1.69 | - | - | |
e.l.f. Beauty Inc | - | 1.68 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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