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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 Retail Accumu | 118.71M | 11.26 | 5.76 | 6.04 | ||
UK Equity Income Fund Z Accumulatio | 669.16M | 3.11 | 8.46 | 6.78 | ||
UK Equity Income Fund Z Income GBP | 646.82M | 3.11 | 8.47 | 6.79 | ||
UK Equity Income Fund Institutional | 92.63M | 3.09 | 8.21 | 6.55 | ||
UK Equity Income Fund Retail Income | 139.41M | 3.04 | 7.62 | 5.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.97B | 13.46 | 6.29 | 10.67 | ||
JPM US Equity Income Fund B Net Inc | 2.97B | 13.48 | 6.28 | 10.67 | ||
JPM US Equity Income Fund C Net Acc | 2.97B | 13.86 | 6.66 | 11.03 | ||
JPM US Equity Income Fund C Net Inc | 2.97B | 13.86 | 6.66 | 11.03 | ||
JPM US Equity Income Fund X Net Acc | 2.97B | 7.09 | 10.13 | 12.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.21 | 408.43 | -0.51% | |
Broadcom | US11135F1012 | 5.67 | 233.04 | -1.17% | |
JPMorgan | US46625H1005 | 3.05 | 276.59 | +0.10% | |
Republic Services | US7607591002 | 2.87 | 231.37 | +3.06% | |
Exxon Mobil | US30231G1022 | 2.74 | 108.24 | +0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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