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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1131 | 1331 | 1647 | 3253 |
Fund Return | 7.76% | 7.76% | 13.08% | 9.99% | 10.49% | 12.52% |
Place in category | 145 | 145 | 170 | 143 | 106 | 34 |
% in Category | 53 | 53 | 62 | 66 | 51 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.57B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.57B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.57B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.57B | 3.29 | 11.72 | 13.15 | ||
JP Morgan Emerging Markets B Net Ac | 2.25B | 3.64 | -6.41 | 6.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.57B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.57B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.57B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.57B | 3.29 | 11.72 | 13.15 | ||
US Equity Income Fund L Income GBP | 28.31M | 4.26 | 14.39 | 13.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.92 | 61.10 | +1.24% | |
ConocoPhillips | US20825C1045 | 2.80 | 129.33 | -0.04% | |
Bank of America | US0605051046 | 2.28 | 37.73 | +2.06% | |
Chevron | US1667641005 | 2.19 | 161.92 | +1.20% | |
BlackRock | US09247X1019 | 2.12 | 760.11 | +1.35% |
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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