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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 1009 | 1083 | 952 | 1366 | 2225 |
Fund Return | -1.46% | 0.87% | 8.34% | -1.63% | 6.43% | 8.32% |
Place in category | 362 | 457 | 545 | 414 | 351 | 72 |
% in Category | 55 | 74 | 89 | 75 | 68 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 57.91B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.28B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.49B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.42B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.25B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.61B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MSA Safety Inc | - | 1.69 | - | - | |
WillScot Mobile Mini Holdings Corp | - | 1.63 | - | - | |
Performance Food Group Co | - | 1.63 | - | - | |
Encompass Health Corp | - | 1.59 | - | - | |
Casella Waste Systems Inc Class A | - | 1.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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