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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1131 | 1331 | 1646 | 3252 |
Fund Return | 7.75% | 7.75% | 13.08% | 9.99% | 10.48% | 12.52% |
Place in category | 146 | 146 | 171 | 144 | 109 | 35 |
% in Category | 53 | 53 | 63 | 66 | 52 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Inc | 3.55B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Inc | 3.55B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund B Net Acc | 3.55B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund X Net Acc | 3.55B | 3.29 | 11.72 | 13.15 | ||
JP Morgan Emerging Markets B Net Ac | 2.3B | 3.64 | -6.41 | 6.77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.55B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.55B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Inc | 3.55B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.55B | 3.29 | 11.72 | 13.15 | ||
US Equity Income Fund L Income GBP | 28.32M | 4.26 | 14.39 | 13.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ConocoPhillips | - | 3.04 | - | - | |
Wells Fargo & Co | - | 2.92 | - | - | |
Bank of America | US0605051046 | 2.36 | 37.82 | -0.24% | |
Morgan Stanley | - | 2.18 | - | - | |
Chevron Corp | - | 2.18 | - | - |
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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