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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1027 | 1166 | 1218 | 1530 | 2054 |
Fund Return | 4.57% | 2.72% | 16.62% | 6.79% | 8.87% | 7.46% |
Place in category | 340 | 371 | 249 | 233 | 270 | 194 |
% in Category | 55 | 68 | 50 | 56 | 70 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI Global Income Fund C dist USD h | 17.29B | 2.03 | 3.36 | 4.59 | ||
Global Income Fund C div USD hedged | 17.29B | 2.03 | 3.37 | 4.60 | ||
JPI Global Income Fund A acc USD he | 17.29B | 1.95 | 3.33 | 3.70 | ||
JPI Global Income Fund A div USD he | 17.29B | 1.96 | 3.34 | 3.71 | ||
JPI Global Income Fund A mth USD he | 17.29B | 1.95 | 3.32 | 3.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Robeco BP US Premium Equities F $ | 5.56B | 5.30 | 8.05 | 8.87 | ||
Robeco BP US Premium Equities K $ | 5.56B | 5.37 | 8.05 | 9.77 | ||
LU0226953718 | 5.56B | 8.13 | 4.84 | 7.81 | ||
LU2216803838 | 5.56B | 9.19 | 5.88 | - | ||
Robeco BP US Premium Equities I $ | 5.56B | 9.09 | 5.77 | 8.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.37 | 70.69 | -2.20% | |
UnitedHealth | US91324P1021 | 2.70 | 516.04 | +0.06% | |
Bank of America | US0605051046 | 2.51 | 41.25 | -3.08% | |
Berkshire Hathaway B | US0846707026 | 2.46 | 526.31 | -1.54% | |
ConocoPhillips | US20825C1045 | 2.14 | 102.37 | -0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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