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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1071 | 987 | 1272 | 1401 | 2541 |
Fund Return | 2% | 7.09% | -1.32% | 8.34% | 6.98% | 9.77% |
Place in category | 204 | 161 | 206 | 184 | 158 | 60 |
% in Category | 78 | 63 | 82 | 89 | 81 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.03B | 6.81 | 6.36 | 7.41 | ||
International Index Tracking Fund 2 | 820.54M | 9.38 | 11.21 | 12.45 | ||
UK Equity Income Fund 2 GBP Acc | 787.47M | 4.27 | 5.53 | 5.73 | ||
International Index Tracking Fund 1 | 820.54M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 2 GBP Inc | 787.47M | 0.22 | 5.64 | 4.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Inc | 3.54B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.54B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund C Net Inc | 3.54B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund B Net Acc | 3.54B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund X Net Acc | 3.54B | 3.29 | 11.72 | 13.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.20 | 115.22 | +1.30% | |
Progressive | US7433151039 | 3.82 | 212.64 | +2.11% | |
Cogent | US19239V3024 | 3.76 | 64.21 | +0.05% | |
Williams | US9694571004 | 3.65 | 37.84 | -1.37% | |
Comcast | US20030N1019 | 3.63 | 38.27 | +0.42% |
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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