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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1048 | 1076 | 1194 | 1385 | 2668 |
Fund Return | 6.23% | 4.79% | 7.63% | 6.09% | 6.73% | 10.31% |
Place in category | 74 | 97 | 195 | 182 | 148 | 55 |
% in Category | 28 | 48 | 72 | 86 | 79 | 72 |
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 | 840.64M | 7.47 | 8.99 | 12.25 | ||
UK Equity Income Fund 2 GBP Acc | 796.78M | 4.27 | 5.53 | 5.73 | ||
International Index Tracking Fund 1 | 840.64M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 796.78M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.43B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.43B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.43B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.43B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.43B | 6.31 | 8.28 | 12.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.09 | 124.51 | +1.30% | |
Progressive | US7433151039 | 3.81 | 205.19 | +0.63% | |
Williams | US9694571004 | 3.71 | 40.67 | +1.36% | |
Kinder Morgan | US49456B1017 | 3.28 | 19.08 | +0.05% | |
PNC Financial | US6934751057 | 3.09 | 152.41 | -1.20% |
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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