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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1039 | 1100 | 1171 | 1523 | 2442 |
Fund Return | 3.94% | 3.91% | 9.96% | 5.42% | 8.78% | 9.34% |
Place in category | 823 | 726 | 977 | 762 | 626 | 186 |
% in Category | 62 | 55 | 82 | 66 | 61 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 57.28B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.17B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.22B | 10.48 | 7.33 | 16.87 | ||
JPMorgan US Equity R6 | 16.17B | 6.63 | 8.17 | 13.14 | ||
JPMorgan Growth Advantage R6 | 8.87B | 8.15 | 6.33 | 16.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.85B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ConocoPhillips | - | 3.03 | - | - | |
Wells Fargo & Co | - | 2.86 | - | - | |
Bank of America | US0605051046 | 2.14 | 39.68 | -0.50% | |
Chevron Corp | - | 2.13 | - | - | |
BlackRock Inc | - | 2.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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