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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1073 | 1148 | 1251 | 1609 | 2463 |
Fund Return | 7.29% | 7.29% | 14.83% | 7.75% | 9.98% | 9.43% |
Place in category | 959 | 959 | 1050 | 858 | 731 | 273 |
% in Category | 76 | 76 | 86 | 74 | 70 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.2B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.15B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.88B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.48B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.51B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.32B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.96 | 59.90 | -0.05% | |
ConocoPhillips | US20825C1045 | 2.79 | 130.23 | +0.09% | |
Chevron | US1667641005 | 2.14 | 165.83 | +0.33% | |
Bank of America | US0605051046 | 2.12 | 37.82 | -0.24% | |
AbbVie | US00287Y1091 | 2.04 | 159.62 | -4.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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