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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1185 | 1188 | 1244 | 1801 | 2834 |
Fund Return | 2.09% | 18.49% | 18.77% | 7.56% | 12.49% | 10.98% |
Place in category | 884 | 518 | 1250 | 1303 | 794 | 347 |
% in Category | 38 | 22 | 62 | 77 | 56 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.27B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fudd | 1.3B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 936.96M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 94.42M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Equ | 28.93M | 1.00 | 3.10 | 7.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI US Select Equity Fund I acc USD | 7.77B | 10.39 | 10.72 | 12.58 | ||
JPI US Select Equity Fund I dist US | 7.77B | 6.86 | 8.61 | - | ||
JPI US Select Equity Fund X acc USD | 7.77B | 6.95 | 11.06 | 12.91 | ||
LU0070214290 | 7.77B | 26.94 | 7.98 | 10.57 | ||
LU0115097544 | 7.77B | 26.29 | 7.42 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.80 | 399.61 | -1.15% | |
Amazon.com | US0231351067 | 5.43 | 174.16 | -2.82% | |
Apple | US0378331005 | 5.25 | 165.12 | -1.15% | |
Alphabet A | US02079K3059 | 3.84 | 153.76 | -1.44% | |
Berkshire Hathaway B | US0846707026 | 2.14 | 404.64 | +1.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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