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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1223 | 1044 | 1401 | 1232 | 1957 | 2954 |
Fund Return | 22.31% | 4.42% | 40.09% | 7.2% | 14.37% | 11.44% |
Place in category | 235 | 395 | 318 | 896 | 538 | 367 |
% in Category | 9 | 15 | 13 | 52 | 39 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1075562733 | 1.57B | 9.61 | 6.72 | 9.35 | ||
MultiMgr Access II Flxbl BI USD | 1.01B | 4.68 | 2.49 | 2.19 | ||
Itau ActiveAssetAllocGrwthShare 2 | 274.21M | 9.59 | 0.71 | 3.88 | ||
Itau ActiveAssetAlloc GrowthShare 1 | 274.21M | 10.70 | 1.93 | 5.13 | ||
Itau Active AssetAllocGrowthShare 3 | 274.21M | 9.73 | 0.86 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I dist US | 9.04B | 21.01 | 10.53 | - | ||
JPI US Select Equity Fund I acc USD | 9.04B | 21.60 | 8.40 | 12.77 | ||
JPI US Select Equity Fund X acc USD | 9.04B | 6.95 | 11.06 | 12.91 | ||
JPMorgan America Eq Fund I Acc USD | 8.22B | 22.26 | 12.50 | 13.63 | ||
JPMorgan America Eq Fund C dist USD | 8.22B | 22.20 | 12.44 | 13.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.65 | 235.06 | +0.94% | |
Microsoft | US5949181045 | 7.64 | 427.99 | +2.20% | |
NVIDIA | US67066G1040 | 7.56 | 136.92 | +0.66% | |
Amazon.com | US0231351067 | 4.33 | 207.86 | +3.18% | |
Alphabet A | US02079K3059 | 2.92 | 169.12 | +0.88% |
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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