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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1155 | 1047 | 1155 | 1385 | 1715 | - |
Fund Return | 15.53% | 4.7% | 15.53% | 11.47% | 11.39% | - |
Place in category | 135 | 168 | 135 | 25 | 73 | - |
% in Category | 60 | 54 | 60 | 8 | 34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund Sterling Accumulation | 3.97M | 8.08 | 7.64 | 9.93 | ||
Income Fund Exempt 2 Income | 11.54M | 8.59 | 8.52 | 10.84 | ||
Income Fund Institutional W Accumul | 681.26M | 8.58 | 8.51 | 10.83 | ||
Income Fund Institutional W Income | 851.15M | 8.58 | 8.51 | 10.84 | ||
NG Income Fund Institutional Income | 306.25Array | 3.66 | 7.76 | 10.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.55B | 1.63 | 5.44 | 10.91 | ||
JPM US Equity Income Fund B Net Inc | 2.55B | 1.61 | 5.42 | 10.90 | ||
JPM US Equity Income Fund C Net Acc | 2.55B | 1.82 | 5.79 | 11.27 | ||
JPM US Equity Income Fund C Net Inc | 2.55B | 1.83 | 5.80 | 11.27 | ||
JPM US Equity Income Fund X Net Acc | 2.55B | 2.19 | 6.52 | 12.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.71 | 29.29 | +1.21% | |
Cisco | US17275R1023 | 4.62 | 69.09 | -0.49% | |
Bank of America | US0605051046 | 3.72 | 50.74 | +0.50% | |
Medtronic | IE00BTN1Y115 | 3.13 | 92.81 | +0.92% | |
Assurant | US04621X1081 | 3.09 | 215.61 | -1.41% |
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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