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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1291 | 1137 | 1347 | 1443 | 1817 | 2879 |
Fund Return | 29.13% | 13.66% | 34.65% | 13% | 12.69% | 11.15% |
Place in category | 64 | 57 | 79 | 145 | 109 | 92 |
% in Category | 11 | 9 | 13 | 29 | 24 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0740858492 | 17.58B | 7.65 | -0.16 | 1.78 | ||
JPMorgan Global Income A Div EUR | 17.58B | 8.00 | 0.19 | 2.14 | ||
JPM Global Income Fund A Mth EUR | 17.58B | 8.00 | 0.18 | - | ||
JPMorgan Global Income D div EUR | 17.58B | 7.67 | -0.16 | 1.79 | ||
JPM Global Income A acc EUR | 17.58B | 8.01 | 0.19 | 2.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities F | 5.2B | 20.73 | 12.28 | 11.12 | ||
R BP US Premium Equities I | 5.2B | 20.87 | 12.43 | 11.26 | ||
LU0434928536 | 5.2B | 19.90 | 11.45 | 10.29 | ||
LU1211166183 | 3.91B | 28.03 | 11.97 | - | ||
Fidelity AmericaFund A Acc EUR | 376.26M | 21.42 | 11.60 | 8.86 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.02 | 70.54 | +0.28% | |
UnitedHealth | US91324P1021 | 2.92 | 506.34 | +1.24% | |
Berkshire Hathaway B | US0846707026 | 2.43 | 454.35 | +0.25% | |
Bank of America | US0605051046 | 2.37 | 43.89 | -0.63% | |
CSX | US1264081035 | 2.31 | 32.20 | +1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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