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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1148 | 981 | 1148 | 1227 | 1632 | 2554 |
Fund Return | 14.8% | -1.88% | 14.8% | 7.06% | 10.29% | 9.83% |
Place in category | 535 | 638 | 535 | 373 | 310 | 128 |
% in Category | 46 | 55 | 46 | 36 | 33 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.86B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.47B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.72B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 18.02B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.07B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.13 | 77.08 | +1.49% | |
UnitedHealth | US91324P1021 | 2.84 | 509.76 | -0.16% | |
Bank of America | US0605051046 | 2.37 | 46.53 | -0.24% | |
Berkshire Hathaway B | US0846707026 | 2.30 | 467.95 | +1.11% | |
ConocoPhillips | US20825C1045 | 2.08 | 105.85 | +0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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