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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 1055 | 1218 | 1180 | 1784 | 2473 |
Fund Return | 14.63% | 5.5% | 21.8% | 5.66% | 12.27% | 9.48% |
Place in category | 64 | 118 | 59 | 16 | 22 | 15 |
% in Category | 27 | 69 | 23 | 12 | 7 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.29B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.74B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 23.01B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.88B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.53B | 13.40 | 6.90 | 9.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12B | 16.11 | 3.57 | 10.10 | ||
JHVIT Strategic Equity Allocation T | 7.38B | 15.74 | 6.49 | 9.52 | ||
JPMorgan Investor Growth A | 4.59B | 14.45 | 5.41 | 9.20 | ||
Franklin Mutual Shares Z | 4.19B | 13.05 | 6.43 | 6.26 | ||
Franklin Mutual Shares A | 2.84B | 12.87 | 6.18 | 5.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 13.86 | - | - | |
JPMorgan Large Cap Growth R6 | - | 11.59 | - | - | |
JPMorgan Large Cap Value R6 | - | 9.28 | - | - | |
JPMorgan Core Bond R6 | - | 8.87 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 7.85 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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