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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1067 | 1127 | 1396 | 1852 | 3108 |
Fund Return | 6.65% | 6.65% | 12.66% | 11.76% | 13.12% | 12.01% |
Place in category | 555 | 555 | 515 | 127 | 16 | 13 |
% in Category | 43 | 43 | 42 | 13 | 3 | 3 |
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 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 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 5.62B | 4.73 | 10.60 | 11.67 | ||
Income Fund Sterling Accumulation | 5.94M | 4.22 | 8.88 | 10.04 | ||
Income Fund B Accumulation | 15.86M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 48.58M | 4.38 | 9.60 | 10.74 | ||
Income Fund Institutional W Accumul | 755.51M | 4.42 | 9.76 | 10.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.20 | - | - | |
CME Group Inc Class A | - | 3.02 | - | - | |
UnitedHealth Group Inc | - | 2.96 | - | - | |
Meta Platforms Inc Class A | - | 2.91 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 2.90 | - | - |
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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