
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1081 | 1245 | 1382 | 1775 | 2644 |
Fund Return | 4.82% | 8.09% | 24.49% | 11.39% | 12.16% | 10.21% |
Place in category | 177 | 269 | 115 | 144 | 149 | 100 |
% in Category | 25 | 49 | 20 | 30 | 36 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM Global Income Fund A Mth EUR | 18.08B | 1.80 | 0.38 | - | ||
JPMorgan Global Income D div EUR | 18.08B | 1.78 | 0.04 | 1.72 | ||
JPM Global Income A acc EUR | 18.08B | 1.81 | 0.39 | 2.08 | ||
LU0740858492 | 18.08B | 1.78 | 0.04 | 1.72 | ||
JPMorgan Global Income A Div EUR | 18.08B | 1.81 | 0.39 | 2.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities F | 5.62B | 4.95 | 10.66 | 10.53 | ||
R BP US Premium Equities I | 5.62B | 4.96 | 10.81 | 10.67 | ||
LU0434928536 | 5.62B | 4.89 | 9.84 | 9.70 | ||
LU1211166183 | 4.22B | 4.74 | 10.37 | - | ||
Fidelity AmericaFund A Acc EUR | 392.97M | 4.48 | 9.43 | 8.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.37 | 77.50 | -1.44% | |
UnitedHealth | US91324P1021 | 2.70 | 466.42 | -7.17% | |
Bank of America | US0605051046 | 2.51 | 44.81 | -1.08% | |
Berkshire Hathaway B | US0846707026 | 2.46 | 478.74 | -0.64% | |
ConocoPhillips | US20825C1045 | 2.14 | 97.94 | -3.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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