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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1193 | 1051 | 1193 | 1226 | 1462 | 2492 |
Fund Return | 19.31% | 5.07% | 19.31% | 7.03% | 7.89% | 9.56% |
Place in category | 76 | 136 | 76 | 125 | 143 | 60 |
% in Category | 29 | 42 | 29 | 64 | 73 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.25B | 15.93 | 6.18 | 7.16 | ||
International Index Tracking Fund 1 | 971.16M | 19.84 | 8.41 | 11.86 | ||
International Index Tracking Fund 2 | 971.16M | 20.07 | 8.62 | 12.21 | ||
UK Equity Income Fund 2 GBP Acc | 741.91M | 8.55 | 5.41 | 5.78 | ||
UK Equity Income Fund 2 GBP Inc | 741.91M | 7.41 | 3.20 | 5.66 |
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 % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.38 | 172.35 | +0.40% | |
Kinder Morgan | US49456B1017 | 4.28 | 26.78 | -3.11% | |
Williams | US9694571004 | 4.16 | 56.01 | -1.48% | |
Progressive | US7433151039 | 3.67 | 251.35 | +0.94% | |
PNC Financial | US6934751057 | 3.39 | 202.43 | +1.78% |
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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