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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1071 | 988 | 1279 | 1420 | 2619 |
Fund Return | 2.03% | 7.12% | -1.22% | 8.56% | 7.27% | 10.11% |
Place in category | 202 | 157 | 201 | 177 | 151 | 54 |
% in Category | 77 | 60 | 79 | 86 | 79 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.05B | 6.81 | 6.36 | 7.41 | ||
International Index Tracking Fund 2 | 840.39M | 7.47 | 8.99 | 12.25 | ||
UK Equity Income Fund 2 GBP Acc | 809.28M | 4.27 | 5.53 | 5.73 | ||
International Index Tracking Fund 1 | 840.39M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 809.28M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.53B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.53B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.53B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.53B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.53B | 6.31 | 8.28 | 12.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.20 | 116.66 | +0.02% | |
Progressive | US7433151039 | 3.82 | 215.79 | +0.97% | |
Cogent | US19239V3024 | 3.76 | 59.59 | -3.42% | |
Williams | US9694571004 | 3.65 | 39.64 | +0.15% | |
Comcast | US20030N1019 | 3.63 | 39.31 | +2.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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