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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1071 | 987 | 1272 | 1401 | 2541 |
Fund Return | 2% | 7.09% | -1.32% | 8.34% | 6.98% | 9.77% |
Place in category | 204 | 161 | 206 | 184 | 158 | 60 |
% in Category | 78 | 63 | 82 | 89 | 81 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.06B | 6.81 | 6.36 | 7.41 | ||
International Index Tracking Fund 2 | 843.32M | 7.47 | 8.99 | 12.25 | ||
UK Equity Income Fund 2 GBP Acc | 806.31M | 4.27 | 5.53 | 5.73 | ||
International Index Tracking Fund 1 | 843.32M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 806.31M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.53B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.53B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.53B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.53B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.53B | 6.31 | 8.28 | 12.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.20 | 121.60 | +0.60% | |
Progressive | US7433151039 | 3.82 | 208.56 | -2.39% | |
Cogent | US19239V3024 | 3.76 | 57.79 | -1.23% | |
Williams | US9694571004 | 3.65 | 40.42 | +0.16% | |
Comcast | US20030N1019 | 3.63 | 39.17 | -1.34% |
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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