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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1090 | 1321 | 1527 | 2438 | 5119 |
Fund Return | 3.19% | 9% | 32.09% | 15.16% | 19.51% | 17.74% |
Place in category | 530 | 499 | 362 | 85 | 55 | 34 |
% in Category | 47 | 43 | 35 | 11 | 8 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.42B | 3.25 | 15.74 | 18.31 | ||
JPMorgan Large Cap Growth Select | 26.88B | 3.21 | 15.45 | 18.00 | ||
JPMorgan Equity Income R6 | 22.77B | 5.00 | 7.11 | 10.26 | ||
JPMorgan US Equity R6 | 18.02B | 2.16 | 11.60 | 14.10 | ||
JPMorgan Equity Income Select | 16.05B | 4.98 | 6.85 | 9.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 158.48B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Vanguard Growth Index Adm | 91.29B | 1.95 | 13.55 | 16.14 | ||
JPMorgan Large Cap Growth R6 | 69.42B | 3.25 | 15.74 | 18.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.58 | 134.24 | +3.39% | |
Microsoft | US5949181045 | 8.39 | 412.64 | +0.71% | |
Amazon.com | US0231351067 | 6.70 | 232.79 | +1.59% | |
Meta Platforms | US30303M1027 | 5.75 | 714.54 | +0.00% | |
Apple | US0378331005 | 5.36 | 228.47 | +0.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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