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Jupiter Merian NA Eq (IRL) L $ Acc (0P00000MLI)

83.92 +0.83 (+1.00%)
At close: September 4 at 4:00:00 PM EDT
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  • Previous Close 83.09
  • YTD Return 12.62%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets --
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 175.48%
  • Last Dividend --
  • Inception Date Mar 11, 2019

Jupiter Asset Management (Europe) Limited

Fund Family

--

Fund Category

--

Net Assets

2019-03-11

Inception Date

Performance Overview

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Trailing returns as of 9/3/2026.

YTD Return

0P00000MLI
12.62%
Category
0.00%

1-Year Return

0P00000MLI
22.70%
Category
0.00%

3-Year Return

0P00000MLI
20.04%
Category
0.00%

5-Year Return

0P00000MLI
12.05%
Category
0.00%

Holdings

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Top 9 Holdings (28.08% of Total Assets)

Symbol Company % Assets
NVDA 6.12%
AAPL 5.56%
MSFT 3.32%
AVGO 2.71%
MU 2.60%
AMZN 2.31%
GOOG 2.21%
GOOGL 1.78%
NFLX 1.46%

Sector Weightings

Sector 0P00000MLI
Technology 34.59%
Healthcare 10.82%
Industrials 8.70%
Utilities 3.49%
Real Estate 3.34%
Energy 3.22%

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