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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1145 | 1294 | 1290 | 2169 | 3028 |
Fund Return | 7.81% | 14.48% | 29.38% | 8.86% | 16.75% | 11.71% |
Place in category | 715 | 503 | 780 | 95 | 3 | 40 |
% in Category | 24 | 19 | 28 | 6 | 1 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI Global Income Fund A acc USD he | 16.8B | 2.61 | 1.40 | 3.76 | ||
JPI Global Income Fund A mth USD he | 16.8B | 2.60 | 1.38 | 3.75 | ||
JPI Global Income Fund C acc USD he | 16.8B | 2.78 | 2.07 | 4.43 | ||
JPI Global Income Fund C mth USD he | 16.8B | 2.78 | 2.06 | 4.42 | ||
Global Income Fund D div USD hedged | 16.8B | 2.52 | 1.02 | 3.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 14.09B | 4.59 | 2.37 | - | ||
LU2097333152 | 14.09B | 4.38 | 1.71 | - | ||
Cap Group New Perspective lux ZL | 14.09B | 4.37 | 1.78 | 10.00 | ||
Capital Group New Perspective Fundu | 14.09B | 4.41 | 1.82 | 10.03 | ||
Cap Group New Perspective lux A7 | 14.09B | 4.41 | 1.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.54 | 430.52 | +0.35% | |
Amazon.com | US0231351067 | 5.59 | 183.13 | -0.01% | |
NVIDIA | US67066G1040 | 3.91 | 949.50 | -0.46% | |
Progressive | US7433151039 | 3.31 | 206.34 | -1.45% | |
UnitedHealth | US91324P1021 | 3.19 | 521.35 | -0.42% |
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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