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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1117 | 1356 | 1398 | 1806 | 3078 |
Fund Return | 6.67% | 11.69% | 35.65% | 11.81% | 12.54% | 11.9% |
Place in category | 23 | 17 | 40 | 32 | 35 | 22 |
% in Category | 23 | 24 | 39 | 33 | 40 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital SP 500 Index Fua | 15.48B | 2.73 | 11.34 | 13.18 | ||
JNL/T Rowe Price Capital Appreciati | 13.86B | 3.01 | 7.89 | 10.49 | ||
JNL/WMC Balanced Fund Class A | 9.07B | 2.18 | 5.72 | 8.01 | ||
JNL/Mellon Capital Nasdaq 100 Funda | 8.02B | 2.20 | 13.15 | 17.85 | ||
JNL/American Funds Growth Fund | 6.87B | 5.67 | 13.70 | 17.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Select Brokerage & Invmt | 1.48B | 7.73 | 17.18 | 14.98 | ||
T. Rowe Price Financial Services | 1.14B | 6.43 | 12.04 | 13.66 | ||
Fidelity Select Financial Services | 1.12B | 6.30 | 12.93 | 12.72 | ||
Vanguard Financials Index Adm | 1.06B | 6.59 | 11.88 | 12.73 | ||
Fidelity Select Insurance Port | 958.51M | 2.46 | 17.00 | 13.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 10.99 | 510.08 | -0.73% | |
JPMorgan | US46625H1005 | 9.08 | 260.62 | -1.52% | |
Visa A | US92826C8394 | 7.38 | 361.82 | -0.25% | |
Mastercard | US57636Q1040 | 5.77 | 574.92 | -0.24% | |
Bank of America | US0605051046 | 3.95 | 45.56 | -1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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