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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1131 | 1040 | 1192 | 1244 | 1963 | 2936 |
Fund Return | 13.14% | 3.99% | 19.19% | 7.55% | 14.44% | 11.37% |
Place in category | 1922 | 2186 | 1870 | 819 | 718 | 347 |
% in Category | 87 | 95 | 89 | 47 | 50 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.11B | 15.59 | 6.37 | 7.20 | ||
Global Allocation Fund J2 USD | 16.19M | 10.42 | 2.36 | 6.30 | ||
BlackRock Global Allocation USD A2 | 6.65B | 9.15 | 0.62 | 4.50 | ||
LU0329592538 | 1.14B | 9.72 | 1.38 | 5.29 | ||
LU0724617625 | 1.31B | 9.17 | 0.62 | 4.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I acc USD | 8.66B | 18.64 | 8.49 | 12.63 | ||
JPI US Select Equity Fund I dist US | 8.66B | 16.14 | 8.61 | - | ||
JPI US Select Equity Fund X acc USD | 8.66B | 6.95 | 11.06 | 12.91 | ||
JPMorgan America Eq Fund I Acc USD | 7.73B | 20.85 | 10.79 | 13.35 | ||
JPMorgan America Eq Fund C dist USD | 7.73B | 20.80 | 10.73 | 13.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.80 | 428.02 | -0.76% | |
Amazon.com | US0231351067 | 5.53 | 187.97 | -1.67% | |
Apple | US0378331005 | 4.09 | 227.73 | +0.09% | |
NVIDIA | US67066G1040 | 3.51 | 121.35 | -2.17% | |
Meta Platforms | US30303M1027 | 3.50 | 567.36 | -0.08% |
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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