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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1174 | 1064 | 1174 | 1306 | 1816 | 4298 |
Fund Return | 17.43% | 6.4% | 17.43% | 9.3% | 12.67% | 15.7% |
Place in category | 108 | 90 | 108 | 72 | 35 | 5 |
% in Category | 46 | 27 | 46 | 34 | 16 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 82.55M | 3.09 | 8.21 | 6.55 | ||
UK Equity Income Fund Retail Income | 125.98M | 3.04 | 7.62 | 5.96 | ||
UK Equity Income Fund Retail Accumu | 106.36M | 1.63 | 8.03 | 5.61 | ||
UK Equity Income Fund Z Accumulatio | 566.25M | 1.76 | 8.88 | 6.44 | ||
UK Equity Income Fund Z Income GBP | 570.08M | 1.76 | 8.88 | 6.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.39B | 7.01 | 8.98 | 11.35 | ||
JPM US Equity Income Fund B Net Inc | 2.39B | 4.65 | 8.36 | 10.99 | ||
JPM US Equity Income Fund C Net Acc | 2.39B | 4.70 | 8.74 | 11.35 | ||
JPM US Equity Income Fund C Net Inc | 2.39B | 4.72 | 8.75 | 11.36 | ||
JPM US Equity Income Fund X Net Acc | 2.39B | 7.09 | 10.13 | 12.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.21 | 357.21 | -0.73% | |
Broadcom | US11135F1012 | 5.67 | 151.01 | +3.23% | |
JPMorgan | US46625H1005 | 3.05 | 212.58 | +1.09% | |
Republic Services | US7607591002 | 2.87 | 230.99 | -1.88% | |
Exxon Mobil | US30231G1022 | 2.74 | 101.88 | -2.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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