Fact sheet: JPM US Growth

Fund information
Fund name
JPM US Growth A Dis NAV GBP
Fund manager company
JPMorgan Asset Mgmt (Europe) S
Fund type
Offshore Fund
Fund managers
  • Giri Devulapallysince 01/11/2010
  • Joseph Wilsonsince 03/03/2017
Fund objective
To provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies.
Benchmark
  • Russell 1000 Growth
Investment style
Growth
Investment method
Shares
Quick stats
1 Year return
30.1%
1 Year rank in sector
11/205
Sector
FO Equity - USA
Yield
-
Ongoing charge (OCF)
?A fund’s ongoing charges figure (OCF) is similar to the old-style total expense ratio. It reflects the annual charge to investors in the fund, in percentage terms, but does not include extra performance-related fees (where these are levied) or the fund’s trading expenses on its underlying investments.
1.8%
Fund size
£245m (£605m last year)
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
119
Top in this sector
Fund name1 Year
Boost NASDAQ 100 3x LD ETP72%
T. Rowe Price USLgCpGthEq56.3%
Boost S&P500 3x LD ETP50.3%
Dodge & Cox US Stk44.3%
Oyster US Selection41.3%
...more in FO Equity - USA

Performance snapshot

Holdings snapshot

  • USA96.9%
    Money Market3.1%
  • Technology32.1%
    Consumer Discretionary22.3%
    Financial Services14.1%
    Health Care12.5%
    Producer Durables7.9%
  • US Equities96.9%
    Money Market3.1%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund0.3%6%12.8%30.1%60.5%99.5%
Sector-1.2%3.5%8.2%15.1%21.7%60.2%
Rank within sector19 / 21927 / 21828 / 21311 / 20513 / 17516 / 148
Quartile1st1st1st1st1st1st
Calendar performance
 YTD - 20172016201520142013
Fund8.3%15.3%11.7%18.4%30.1%
Sector4.3%8.9%-1.6%10.7%31.8%
Rank within sector16 / 21843 / 20410 / 18820 / 171107 / 156
Quartile1st1st1st1st3rd
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
11.1
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
0.77
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
0.99
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
13.32
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
10.64
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
0.83
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.39
Price movement
52 week high13.52
52 week low9.69
Current bid price-
Current offer price-
Current mid price13.06
Region
1USA96.9%
2Money Market3.1%
Industry sector
1Technology32.1%
2Consumer Discretionary22.3%
3Financial Services14.1%
4Health Care12.5%
5Producer Durables7.9%
6Materials & Processing4.8%
7Money Market3.1%
8Consumer Staples2.3%
9Energy0.9%
Asset type
1US Equities96.9%
2Money Market3.1%
Individual holdings
1ALPHABET INC5.9%
2AMAZON.COM INC5.4%
3NVIDIA CORP3.6%
4APPLE INC3.4%
5HOME DEPOT INC3.4%
6FACEBOOK INC3.3%
7MASTERCARD INC3.3%
8COMCAST CORP(NEW)3.1%
9MICROSOFT CORP2.8%
Management
Fund manager group
JP Morgan
Fund manager company
JPMorgan Asset Mgmt (Europe) S
Fund type
Offshore Fund
Fund objective
To provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies.
Benchmark
  • Russell 1000 Growth
Investment style
Growth
Investment method
Shares
Fund managers
NameSinceBiography
Giri Devulapally01/11/2010Giri Devulapally, CFA, is a portfolio manager in the U.S. Equity Group. An employee of J.P. Morgan since 2003, he is responsible for managing the large cap growth portfolio. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. He is a graduate in B.S., Electrical Engineering from the University of Illinois. And also holds M.B.A., Concentration in Finance from the University of Chicago. He has a Experience of 19 years in Industry , 8 years in firm and 7 years in fund. Other funds managed by Giri Devulapally are JPMorgan U.S. Equity Fund and JPMorgan Large Cap Growth Fund.
Joseph Wilson03/03/2017Joseph Wilson, executive director, is a portfolio manager and research analyst within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios. In addition, Joe is the comanager of the JPMorgan Dynamic Growth Fund. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, where he covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business.
Compliance
Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, Distributor Status, Reporting Fund Status, UCITS IV Compliant
Domicile
No data available.
Fund for sale in
Andorra, Austria, Belgium, Bahrain, Switzerland, Curacao, Germany, Denmark, Spain, Estonia, Finland, France, United Kingdom, Greece, Hong Kong, Hungary, Ireland, Italy, Jersey, Republic Of Korea, Luxembourg, Macau, Netherlands, Norway, Offshore, Poland, Portugal, Sweden, Taiwan - Province Of China
JPM US Growth A Acc NAV USD
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.73%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price21.42
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJT56
JPM US Growth A Acc USD
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.73%
Total expense ratio (TER)1.8%
Bid price21.31
Offer price22.49
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJT57
JPM US Growth A Dis GBP
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price12.99
Offer price13.71
Mid price-
CurrencyGBP
Price updated23/03/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeCK72
JPM US Growth A Dis NAV GBP
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price13.06
CurrencyGBP
Price updated23/03/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeCK73
JPM US Growth A Dis NAV USD
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price11.39
CurrencyUSD
Price updated23/03/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeCI85
JPM US Growth A Dis USD
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.75%
Total expense ratio (TER)1.8%
Bid price11.33
Offer price11.96
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeCK77
JPM US Growth A Hedged Acc EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price12.06
Offer price12.73
Mid price-
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeV416
JPM US Growth A Hedged Acc NAV EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price12.12
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeV415
JPM US Growth B Dis NAV USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price-
Offer price-
Mid price158.81
CurrencyUSD
Price updated20/05/2015
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeF44C
JPM US Growth B Dis USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price158.81
Offer price158.81
Mid price-
CurrencyUSD
Price updated20/05/2015
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeF44D
JPM US Growth C Acc NAV USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price-
Offer price-
Mid price20.78
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJX47
JPM US Growth C Acc USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price20.78
Offer price20.78
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJX46
JPM US Growth C Dis GBP
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price152.42
Offer price152.42
Mid price-
CurrencyGBP
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeMNH8
JPM US Growth C Dis NAV GBP
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price-
Offer price-
Mid price152.42
CurrencyGBP
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeMNH9
JPM US Growth C Dis NAV USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price-
Offer price-
Mid price178.57
CurrencyUSD
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi code050W
JPM US Growth C Dis USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price178.57
Offer price178.57
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi code050V
JPM US Growth C Hedged Acc EUR
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price16.74
Offer price16.74
Mid price-
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeDRY6
JPM US Growth C Hedged Acc NAV EUR
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.85%
Total expense ratio (TER)0.85%
Bid price-
Offer price-
Mid price16.74
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeDRY7
JPM US Growth D Acc NAV USD
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.55%
Total expense ratio (TER)2.55%
Bid price-
Offer price-
Mid price10.18
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeCK75
JPM US Growth D Acc USD
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.55%
Total expense ratio (TER)2.55%
Bid price10.13
Offer price10.69
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJQ13
JPM US Growth D Hedged Acc EUR
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.55%
Total expense ratio (TER)2.55%
Bid price11.18
Offer price11.8
Mid price-
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeV414
JPM US Growth D Hedged Acc NAV EUR
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.55%
Total expense ratio (TER)2.55%
Bid price-
Offer price-
Mid price11.24
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeV413
JPM US Growth I Acc JPY
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price17619
Offer price17619
Mid price-
CurrencyJPY
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeF7ZJ
JPM US Growth I Acc NAV JPY
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price-
Offer price-
Mid price17619
CurrencyJPY
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeF7ZI
JPM US Growth I Acc NAV USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price-
Offer price-
Mid price140.99
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFCYD
JPM US Growth I Acc USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price140.99
Offer price140.99
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFCYE
JPM US Growth I Dis GBP
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price113.07
Offer price113.07
Mid price-
CurrencyGBP
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeBMPE
JPM US Growth I Dis NAV GBP
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price-
Offer price-
Mid price113.07
CurrencyGBP
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeBMPF
JPM US Growth I Dis NAV USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price-
Offer price-
Mid price141.64
CurrencyUSD
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeBMOZ
JPM US Growth I Dis USD
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price141.64
Offer price141.64
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeBMOY
JPM US Growth I Hedged Acc EUR
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price103.02
Offer price103.02
Mid price-
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFD7O
JPM US Growth I Hedged Acc NAV EUR
Initial charge-
Annual charge0.65%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.81%
Total expense ratio (TER)0.81%
Bid price-
Offer price-
Mid price103.02
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFD7P
JPM US Growth P Inc NAV USD
Initial charge5%
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.55%
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price123.24
CurrencyUSD
Price updated05/12/2014
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFD1P
JPM US Growth P Inc USD
Initial charge5%
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.55%
Total expense ratio (TER)-
Bid price122.01
Offer price129.4
Mid price-
CurrencyUSD
Price updated05/12/2014
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeFD1O
JPM US Growth T Hedged Acc EUR
Initial charge3%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.55%
Total expense ratio (TER)2.55%
Bid price119.36
Offer price119.36
Mid price-
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeF31M
JPM US Growth T Hedged Acc NAV EUR
Initial charge3%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.55%
Total expense ratio (TER)2.55%
Bid price-
Offer price-
Mid price119.36
CurrencyEUR
Price updated23/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeF31L
JPM US Growth X Acc NAV USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price23.91
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJV82
JPM US Growth X Acc USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price23.91
Offer price23.91
Mid price-
CurrencyUSD
Price updated23/03/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJV83
JPM US Growth X Dis NAV USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price177.22
CurrencyUSD
Price updated20/05/2015
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeACHB
JPM US Growth X Dis USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price177.22
Offer price177.22
Mid price-
CurrencyUSD
Price updated20/05/2015
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeACHA
Data provided by

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