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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1126 | 1238 | 1486 | 2136 | 4312 |
Fund Return | 7.2% | 12.55% | 23.85% | 14.1% | 16.39% | 15.74% |
Place in category | 1445 | 699 | 802 | 674 | 76 | 31 |
% in Category | 64 | 29 | 43 | 41 | 6 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.5B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.5B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.5B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund C Net Inc | 3.5B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.5B | 3.29 | 11.72 | 13.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Index Acc | 14.41B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.41B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Accumulati | 13.81B | 11.23 | 14.50 | 15.81 | ||
HSBC American Index Fund Income C | 13.81B | 11.22 | 14.49 | 15.80 | ||
Plus GBP Accumulation | 14.41B | 1.20 | 11.44 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.55 | 397.84 | +0.73% | |
NVIDIA | US67066G1040 | 5.29 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 5.26 | 184.72 | +3.20% | |
Apple | US0378331005 | 4.99 | 173.18 | +2.29% | |
Meta Platforms | US30303M1027 | 3.48 | 441.84 | +0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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