
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1095 | 1189 | 1371 | 1930 | 3262 |
Fund Return | 5.09% | 9.5% | 18.94% | 11.08% | 14.05% | 12.55% |
Place in category | 162 | 49 | 1736 | 675 | 603 | 296 |
% in Category | 5 | 3 | 79 | 41 | 42 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.04B | -2.00 | 11.25 | 6.96 | ||
LU0147395726 | 363.4M | 2.74 | 2.28 | 3.69 | ||
Global Allocation Fund J2 USD | 15.95M | 2.98 | 5.35 | 6.80 | ||
Global Allocation Fund X4 USD | 521.78M | 2.96 | 5.34 | 6.79 | ||
BlackRock Global Allocation USD A2 | 6.87B | 2.82 | 3.56 | 4.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan America Eq Fund C dist USD | 9.09B | 2.74 | 13.80 | 14.40 | ||
JPMorgan America Eq Fund I Acc USD | 9.09B | 2.74 | 13.87 | 14.46 | ||
JPI US Select Equity Fund I acc USD | 9.43B | 2.34 | 11.55 | 13.21 | ||
JPI US Select Equity Fund I dist US | 9.43B | 2.35 | 11.55 | - | ||
JPI US Select Equity Fund X acc USD | 9.43B | 24.84 | 8.30 | 13.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 8.02 | 216.58 | -2.83% | |
Microsoft | US5949181045 | 7.74 | 408.21 | -1.90% | |
Meta Platforms | US30303M1027 | 6.95 | 683.55 | -1.62% | |
Visa A | US92826C8394 | 5.10 | 348.53 | -0.56% | |
Ciena Corp | US1717793095 | 4.20 | 84.08 | -2.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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