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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 Exempt 2 Accumulation | 3.29B | 4.07 | 7.28 | 10.18 | ||
Income Fund X Accumulation | 3.29B | 4.26 | 8.09 | 11.00 | ||
NG Fund Institutional Accumulation | 3.29B | 4.00 | 7.01 | 9.90 | ||
NG Income Fund Institutional Income | 3.29B | 4.00 | 7.01 | 9.90 | ||
Global Income Fund Sterling Income | 3.29B | 3.86 | 6.42 | 9.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.46B | -5.17 | 2.95 | 9.81 | ||
JPM US Equity Income Fund B Net Inc | 2.46B | -5.20 | 2.93 | 9.80 | ||
JPM US Equity Income Fund C Net Acc | 2.46B | -5.05 | 3.29 | 10.16 | ||
JPM US Equity Income Fund C Net Inc | 2.46B | -5.04 | 3.30 | 10.17 | ||
JPM US Equity Income Fund X Net Acc | 2.46B | -6.96 | 3.19 | 11.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.71 | 27.77 | +0.40% | |
Cisco | US17275R1023 | 4.62 | 66.32 | +0.73% | |
Bank of America | US0605051046 | 3.72 | 45.50 | +0.98% | |
Medtronic | IE00BTN1Y115 | 3.13 | 86.34 | +0.71% | |
Assurant | US04621X1081 | 3.09 | 196.15 | +0.40% |
Type | 5 Min | 15 Min | Hourly | Daily | Monthly |
---|---|---|---|---|---|
Moving Averages | - | - | - | Buy | Sell |
Technical Indicators | - | - | - | Strong Buy | BUY |
Summary | Neutral | Neutral | Neutral | Strong Buy | Neutral |
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