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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1055 | 1232 | 1293 | 1580 | 2652 |
Fund Return | 3.88% | 5.54% | 23.25% | 8.95% | 9.58% | 10.24% |
Place in category | 130 | 163 | 51 | 135 | 116 | 57 |
% in Category | 41 | 52 | 20 | 63 | 61 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.19B | 1.61 | 7.99 | 6.83 | ||
International Index Tracking Fund 2 | 898.99M | 0.53 | 12.05 | 11.82 | ||
International Index Tracking Fund 1 | 898.99M | 19.84 | 8.41 | 11.86 | ||
UK Equity Income Fund 2 GBP Acc | 728.65M | 6.09 | 6.65 | 5.62 | ||
UK Equity Income Fund 1 GBP Inc | 728.65M | 4.64 | 5.31 | 5.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.57B | 7.01 | 8.98 | 11.35 | ||
JPM US Equity Income Fund B Net Inc | 2.57B | 4.65 | 8.36 | 10.99 | ||
JPM US Equity Income Fund C Net Acc | 2.57B | 4.70 | 8.74 | 11.35 | ||
JPM US Equity Income Fund C Net Inc | 2.57B | 4.72 | 8.75 | 11.36 | ||
JPM US Equity Income Fund X Net Acc | 2.57B | 7.09 | 10.13 | 12.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.59 | 145.86 | +2.76% | |
Williams | US9694571004 | 4.41 | 61.58 | +1.67% | |
Kinder Morgan | US49456B1017 | 4.12 | 28.92 | +1.01% | |
PNC Financial | US6934751057 | 3.65 | 177.01 | +1.36% | |
Progressive | US7433151039 | 3.51 | 281.23 | -1.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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