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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1013 | 1305 | 1154 | 1703 | 2764 |
Fund Return | 11.28% | 1.32% | 30.47% | 4.88% | 11.23% | 10.7% |
Place in category | 2029 | 2081 | 1850 | 1434 | 1208 | 494 |
% in Category | 94 | 93 | 87 | 83 | 82 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Aristotle US Equities A USD Capital | 331.24M | 10.55 | 4.06 | 9.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I dist US | 8.97B | 21.01 | 10.53 | - | ||
JPI US Select Equity Fund I acc USD | 8.97B | 21.60 | 8.40 | 12.77 | ||
JPI US Select Equity Fund X acc USD | 8.97B | 6.95 | 11.06 | 12.91 | ||
JPMorgan America Eq Fund I Acc USD | 8.13B | 22.26 | 12.50 | 13.63 | ||
JPMorgan America Eq Fund C dist USD | 8.13B | 22.20 | 12.44 | 13.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Parker-Hannifin | US7010941042 | 4.34 | 704.42 | -0.35% | |
Microsoft | US5949181045 | 3.68 | 418.79 | +0.43% | |
Ameriprise Financial | US03076C1062 | 3.35 | 570.21 | -0.33% | |
Lennar | US5260571048 | 3.23 | 178.66 | +5.61% | |
Corteva | US22052L1044 | 2.97 | 64.13 | +4.74% |
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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