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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1050 | 1127 | 1210 | 1426 | 2626 |
Fund Return | 6.95% | 4.96% | 12.66% | 6.57% | 7.36% | 10.14% |
Place in category | 59 | 11 | 159 | 171 | 134 | 54 |
% in Category | 26 | 4 | 66 | 85 | 75 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.07B | 6.37 | 5.34 | 7.11 | ||
International Index Tracking Fund 2 | 845.22M | 7.47 | 8.99 | 12.25 | ||
International Index Tracking Fund 1 | 845.22M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 2 GBP Acc | 783.02M | 7.83 | 4.69 | 5.81 | ||
UK Equity Income Fund 1 GBP Inc | 783.02M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.41B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.41B | 4.18 | 7.38 | 11.55 | ||
JPM US Equity Income Fund B Net Inc | 3.41B | 4.18 | 7.37 | 11.54 | ||
JPM US Equity Income Fund C Net Acc | 3.41B | 4.33 | 7.76 | 11.90 | ||
JPM US Equity Income Fund C Net Inc | 3.41B | 4.34 | 7.76 | 11.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.09 | 123.88 | -0.50% | |
Progressive | US7433151039 | 3.81 | 208.49 | -0.85% | |
Williams | US9694571004 | 3.71 | 41.37 | -0.22% | |
Kinder Morgan | US49456B1017 | 3.28 | 19.79 | -0.05% | |
PNC Financial | US6934751057 | 3.09 | 150.25 | -1.60% |
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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