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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1000 | 1123 | 1216 | 1392 | 2594 |
Fund Return | 8.24% | 0.01% | 12.25% | 6.73% | 6.84% | 10% |
Place in category | 114 | 118 | 151 | 158 | 143 | 61 |
% in Category | 38 | 47 | 57 | 76 | 77 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.1B | 9.69 | 5.45 | 7.42 | ||
International Index Tracking Fund 2 | 851.5M | 11.59 | 7.74 | 11.95 | ||
International Index Tracking Fund 1 | 851.5M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 781.73M | 0.19 | 5.44 | 4.80 | ||
UK Equity Income Fund 2 GBP Inc | 781.73M | 0.22 | 5.64 | 4.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.29B | 8.25 | 6.93 | 11.51 | ||
JPM US Equity Income Fund B Net Inc | 3.29B | 8.24 | 6.91 | 11.51 | ||
JPM US Equity Income Fund C Net Acc | 3.29B | 8.49 | 7.30 | 11.87 | ||
JPM US Equity Income Fund C Net Inc | 3.29B | 8.49 | 7.30 | 11.87 | ||
JPM US Equity Income Fund X Net Acc | 3.29B | 5.83 | 8.49 | 12.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.97 | 141.45 | -0.81% | |
Williams | US9694571004 | 4.07 | 44.21 | -1.38% | |
Progressive | US7433151039 | 3.95 | 248.27 | -0.51% | |
Kinder Morgan | US49456B1017 | 3.53 | 21.07 | -1.92% | |
Corning | US2193501051 | 3.45 | 40.60 | -1.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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