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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1217 | 1067 | 1217 | 1303 | 1702 | 2598 |
Fund Return | 21.74% | 6.69% | 21.74% | 9.23% | 11.23% | 10.02% |
Place in category | 124 | 153 | 124 | 171 | 124 | 99 |
% in Category | 26 | 31 | 26 | 33 | 31 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0740858492 | 17.96B | 6.02 | -1.47 | 1.72 | ||
JPMorgan Global Income A Div EUR | 17.96B | 6.40 | -1.12 | 2.08 | ||
JPM Global Income Fund A Mth EUR | 17.96B | 6.39 | -1.14 | - | ||
JPMorgan Global Income D div EUR | 17.96B | 6.03 | -1.46 | 1.72 | ||
JPM Global Income A acc EUR | 17.96B | 6.40 | -1.12 | 2.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0434928536 | 5.4B | 15.35 | 8.16 | 9.50 | ||
R BP US Premium Equities F | 5.4B | 16.22 | 8.98 | 10.33 | ||
R BP US Premium Equities I | 5.4B | 16.37 | 9.12 | 10.47 | ||
LU1211166183 | 4.14B | 20.61 | 8.23 | - | ||
Fidelity AmericaFund Y Acc EUR | 233.56M | 16.51 | 8.70 | 8.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.31 | 77.54 | -0.40% | |
UnitedHealth | US91324P1021 | 2.97 | 519.72 | -1.00% | |
Bank of America | US0605051046 | 2.49 | 45.79 | -1.86% | |
Berkshire Hathaway B | US0846707026 | 2.40 | 460.51 | -1.72% | |
CSX | US1264081035 | 2.16 | 33.24 | -0.09% |
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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