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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1182 | 1177 | 1210 | 1719 | 2582 |
Fund Return | 2.01% | 18.21% | 17.66% | 6.55% | 11.44% | 9.95% |
Place in category | 967 | 591 | 1466 | 1439 | 1012 | 506 |
% in Category | 41 | 26 | 70 | 85 | 69 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.2B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.31B | 2.09 | 7.56 | 10.98 | ||
Wellington Global Research Equity u | 965.12M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 95.54M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Eqn | 29.25M | 0.99 | 2.91 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I acc USD | 7.78B | 10.39 | 10.72 | 12.58 | ||
JPI US Select Equity Fund X acc USD | 7.78B | 6.95 | 11.06 | 12.91 | ||
JPI US Select Equity Fund I dist US | 7.78B | 6.86 | 8.61 | - | ||
LU0087133087 | 7.78B | 28.22 | 9.06 | 11.64 | ||
LU0070214290 | 7.78B | 26.94 | 7.98 | 10.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.80 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 5.43 | 186.24 | +0.82% | |
Apple | US0378331005 | 5.25 | 183.36 | +5.97% | |
Alphabet A | US02079K3059 | 3.84 | 167.21 | +0.35% | |
Berkshire Hathaway B | US0846707026 | 2.14 | 400.77 | +0.04% |
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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