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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1090 | 1246 | 1283 | 1633 | 2593 |
Fund Return | 14.87% | 9.04% | 24.59% | 8.67% | 10.31% | 10% |
Place in category | 792 | 362 | 874 | 775 | 727 | 198 |
% in Category | 67 | 31 | 76 | 71 | 72 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 64.68B | 27.39 | 11.64 | 17.81 | ||
JPMorgan Large Cap Growth Select | 24.61B | 27.15 | 11.36 | 17.50 | ||
JPMorgan Equity Income R6 | 23.12B | 15.08 | 8.94 | 10.28 | ||
JPMorgan US Equity R6 | 17.66B | 22.75 | 12.52 | 14.00 | ||
JPMorgan Growth Advantage R6 | 9.52B | 24.49 | 10.14 | 17.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 41.85B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 3.11 | 564.50 | +0.27% | |
Wells Fargo&Co | US9497461015 | 2.87 | 64.92 | -0.75% | |
ConocoPhillips | US20825C1045 | 2.58 | 109.54 | +6.37% | |
Bank of America | US0605051046 | 2.51 | 41.82 | -1.16% | |
Philip Morris | US7181721090 | 2.19 | 132.71 | +0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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