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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1145 | 1294 | 1290 | 2169 | 3028 |
Fund Return | 7.81% | 14.48% | 29.38% | 8.86% | 16.75% | 11.71% |
Place in category | 715 | 503 | 780 | 95 | 3 | 40 |
% in Category | 24 | 19 | 28 | 6 | 1 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Income Fund C div USD hedged | 16.81B | 0.62 | 2.00 | 4.30 | ||
JPI Global Income Fund C mth USD he | 16.81B | 2.97 | 1.11 | 4.16 | ||
Global Income Fund D div USD hedged | 16.81B | 2.52 | 0.07 | 3.11 | ||
JPI Global Income Fund D acc USD he | 16.81B | 2.53 | 0.09 | 3.13 | ||
JPI Global Income Fund D mth USD he | 16.81B | 2.52 | 0.06 | 3.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fubu | 14.38B | 8.35 | 1.84 | 9.18 | ||
Capital Group New Perspective Fubdu | 14.38B | 8.37 | 1.84 | 9.18 | ||
Cap Group New Perspective lux C | 14.38B | 9.09 | 3.44 | - | ||
LU2097333152 | 14.38B | 8.81 | 2.76 | - | ||
Cap Group New Perspective lux ZL | 14.38B | 8.83 | 2.84 | 10.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.54 | 447.67 | -0.47% | |
Amazon.com | US0231351067 | 5.59 | 185.57 | -1.86% | |
NVIDIA | US67066G1040 | 3.91 | 118.11 | -6.68% | |
Progressive | US7433151039 | 3.31 | 210.68 | +0.71% | |
UnitedHealth | US91324P1021 | 3.19 | 489.98 | +1.53% |
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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