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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1272 | 1024 | 1442 | 1381 | 2589 | 5017 |
Fund Return | 27.15% | 2.36% | 44.19% | 11.36% | 20.95% | 17.5% |
Place in category | 180 | 773 | 213 | 121 | 34 | 23 |
% in Category | 17 | 70 | 19 | 15 | 6 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 65.01B | 27.39 | 11.64 | 17.81 | ||
JPMorgan Equity Income R6 | 22.96B | 15.08 | 8.94 | 10.28 | ||
JPMorgan US Equity R6 | 17.68B | 22.75 | 12.52 | 14.00 | ||
JPMorgan Equity Income Select | 16.5B | 14.87 | 8.67 | 10.00 | ||
JPMorgan Growth Advantage R6 | 9.61B | 24.49 | 10.14 | 17.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 149.35B | 22.91 | 7.56 | 13.48 | ||
Fidelity Contrafund | 128.94B | 31.29 | 12.42 | 15.24 | ||
Fidelity Contrafund K | 128.94B | 31.38 | 12.49 | 15.34 | ||
Vanguard Growth Index Adm | 84.02B | 24.02 | 10.46 | 15.54 | ||
JPMorgan Large Cap Growth R6 | 65.01B | 27.39 | 11.64 | 17.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.74 | 406.35 | -6.03% | |
NVIDIA | US67066G1040 | 9.30 | 132.76 | -4.72% | |
Amazon.com | US0231351067 | 6.29 | 186.40 | -3.28% | |
Eli Lilly | US5324571083 | 5.72 | 829.74 | -2.02% | |
Meta Platforms | US30303M1027 | 5.59 | 567.58 | -4.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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