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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1011 | 1115 | 1251 | 1534 | 3079 |
Fund Return | 4.33% | 1.13% | 11.46% | 7.76% | 8.94% | 11.9% |
Place in category | 174 | 138 | 186 | 149 | 97 | 36 |
% in Category | 70 | 75 | 83 | 68 | 53 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.41B | 4.18 | 7.38 | 11.55 | ||
JPM US Equity Income Fund B Net Inc | 3.41B | 4.18 | 7.37 | 11.54 | ||
JPM US Equity Income Fund C Net Inc | 3.41B | 4.34 | 7.76 | 11.91 | ||
JPM US Equity Income Fund X Net Acc | 3.41B | 4.66 | 8.57 | 12.81 | ||
JP Morgan Emerging Markets B Net Ac | 2.39B | 2.62 | -7.17 | 6.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.41B | 4.18 | 7.38 | 11.55 | ||
JPM US Equity Income Fund B Net Inc | 3.41B | 4.18 | 7.37 | 11.54 | ||
JPM US Equity Income Fund C Net Inc | 3.41B | 4.34 | 7.76 | 11.91 | ||
JPM US Equity Income Fund X Net Acc | 3.41B | 4.66 | 8.57 | 12.81 | ||
US Equity Income Fund L Income GBP | 27.87M | 4.26 | 14.39 | 13.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.08 | 57.20 | -3.07% | |
ConocoPhillips | US20825C1045 | 2.98 | 114.99 | -0.16% | |
Chevron | US1667641005 | 2.48 | 158.46 | -0.53% | |
Bank of America | US0605051046 | 2.37 | 39.38 | -1.60% | |
Morgan Stanley | US6174464486 | 2.20 | 97.80 | +0.72% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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