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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1103 | 1019 | 1103 | 1236 | 1701 | 2940 |
Fund Return | 10.27% | 1.91% | 10.27% | 7.33% | 11.21% | 11.39% |
Place in category | 711 | 679 | 711 | 354 | 65 | 24 |
% in Category | 50 | 43 | 50 | 30 | 9 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.17B | 13.72 | 8.83 | 12.71 | ||
JPM US Equity Income Fund C Net Acc | 3.17B | 13.86 | 6.66 | 11.03 | ||
JPM US Equity Income Fund C Net Inc | 3.17B | 13.86 | 6.66 | 11.03 | ||
JPM US Equity Income Fund B Net Acc | 3.17B | 13.46 | 6.29 | 10.67 | ||
JPM US Equity Income Fund B Net Inc | 3.17B | 13.48 | 6.28 | 10.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 6.87B | 14.82 | 8.71 | 11.68 | ||
Global Income Fund Sterling Income | 331.51M | 7.33 | 6.17 | 9.54 | ||
Income Fund B Accumulation | 16.52M | 8.03 | 6.86 | 10.25 | ||
Income Fund B Income | 53.77M | 8.03 | 6.86 | 10.25 | ||
Income Fund Exempt 2 Accumulation | 42.62M | 8.21 | 7.03 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.85 | 410.92 | -1.00% | |
Meta Platforms | US30303M1027 | 3.37 | 697.46 | +1.20% | |
Taiwan Semicon | TW0002330008 | 3.01 | 1,070.00 | -5.73% | |
Otis Worldwide | US68902V1070 | 2.45 | 94.55 | -0.91% | |
UnitedHealth | US91324P1021 | 2.45 | 548.18 | +1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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