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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1051 | 1220 | 1273 | 1541 | 2581 |
Fund Return | 3.66% | 5.14% | 21.99% | 8.38% | 9.04% | 9.94% |
Place in category | 167 | 178 | 91 | 154 | 134 | 62 |
% in Category | 59 | 57 | 41 | 73 | 73 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.27B | 3.93 | 8.35 | 7.32 | ||
International Index Tracking Fund 2 | 984.17M | 4.63 | 12.75 | 12.51 | ||
International Index Tracking Fund 1 | 984.17M | 19.84 | 8.41 | 11.86 | ||
UK Equity Income Fund 2 GBP Acc | 752.05M | 4.65 | 5.50 | 5.71 | ||
UK Equity Income Fund 1 GBP Inc | 752.05M | 4.64 | 5.31 | 5.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.97B | 13.46 | 6.29 | 10.67 | ||
JPM US Equity Income Fund B Net Inc | 2.97B | 13.48 | 6.28 | 10.67 | ||
JPM US Equity Income Fund C Net Acc | 2.97B | 13.86 | 6.66 | 11.03 | ||
JPM US Equity Income Fund C Net Inc | 2.97B | 13.86 | 6.66 | 11.03 | ||
JPM US Equity Income Fund X Net Acc | 2.97B | 7.09 | 10.13 | 12.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.38 | 174.16 | +0.17% | |
Kinder Morgan | US49456B1017 | 4.28 | 26.55 | -0.04% | |
Williams | US9694571004 | 4.16 | 56.98 | -0.84% | |
Progressive | US7433151039 | 3.67 | 262.60 | +0.18% | |
PNC Financial | US6934751057 | 3.39 | 193.91 | -0.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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