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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 978 | 1110 | 1149 | 1556 | 2843 |
Fund Return | 11.02% | -2.17% | 11.02% | 4.73% | 9.25% | 11.02% |
Place in category | 2030 | 2156 | 2030 | 1391 | 1312 | 456 |
% in Category | 94 | 91 | 94 | 79 | 88 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
V Global Equity N | 3.63B | 5.30 | 5.09 | 9.56 | ||
V Global Equity S | 3.63B | 5.39 | 6.12 | 10.65 | ||
V Global Equity C | 3.63B | 5.17 | 3.60 | 8.01 | ||
V Global Equity I USD | 3.63B | 5.31 | 5.27 | 9.68 | ||
V Global Equity A | 3.63B | 9.53 | 0.46 | 8.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan America Eq Fund I Acc USD | 9.19B | 2.74 | 13.87 | 14.46 | ||
JPMorgan America Eq Fund C dist USD | 9.19B | 2.74 | 13.80 | 14.40 | ||
JPI US Select Equity Fund I acc USD | 9.48B | 2.34 | 11.55 | 13.21 | ||
JPI US Select Equity Fund I dist US | 9.48B | 24.20 | 7.77 | - | ||
JPI US Select Equity Fund X acc USD | 9.48B | 24.84 | 8.30 | 13.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 7.80 | 224.25 | -1.94% | |
Microsoft | US5949181045 | 5.83 | 407.93 | -0.12% | |
Coca-Cola | US1912161007 | 4.70 | 69.19 | +0.46% | |
Mastercard | US57636Q1040 | 4.44 | 566.41 | +0.29% | |
Alphabet A | US02079K3059 | 4.41 | 182.53 | -1.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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