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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 983 | 1192 | 1380 | 2090 | 2969 |
Fund Return | -0.14% | -1.66% | 19.24% | 11.34% | 15.88% | 11.5% |
Place in category | 819 | 379 | 39 | 441 | 402 | 307 |
% in Category | 38 | 17 | 2 | 28 | 28 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1075562733 | 1.63B | 10.19 | 6.46 | 9.07 | ||
MultiMgr Access II Flxbl BI USD | 1.01B | 1.64 | 3.54 | 2.36 | ||
Itau ActiveAssetAllocGrwthShare 2 | 272.98M | 2.01 | 2.51 | 3.88 | ||
Itau ActiveAssetAlloc GrowthShare 1 | 272.98M | 2.12 | 3.75 | 5.13 | ||
Itau Active AssetAllocGrowthShare 3 | 272.98M | 2.03 | 2.67 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan America Eq Fund I Acc USD | 8.4B | 2.74 | 13.87 | 14.46 | ||
JPMorgan America Eq Fund C dist USD | 8.4B | 2.74 | 13.80 | 14.40 | ||
JPI US Select Equity Fund I acc USD | 8.65B | -1.72 | 10.54 | 12.17 | ||
JPI US Select Equity Fund I dist US | 8.65B | 2.35 | 11.55 | - | ||
JPI US Select Equity Fund X acc USD | 8.65B | 24.84 | 8.30 | 13.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.39 | 220.82 | -0.01% | |
Microsoft | US5949181045 | 7.02 | 380.45 | 0.00% | |
NVIDIA | US67066G1040 | 6.93 | 115.20 | +5.93% | |
Amazon.com | US0231351067 | 3.93 | 198.78 | +1.11% | |
Alphabet A | US02079K3059 | 3.26 | 164.21 | +0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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