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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 892 | 954 | 948 | 1334 | 1502 | 2922 |
Fund Return | -10.76% | -4.63% | -5.18% | 10.08% | 8.47% | 11.32% |
Place in category | 88 | 72 | 76 | 95 | 132 | 38 |
% in Category | 16 | 12 | 16 | 19 | 29 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.72B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.99B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 23.03B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.32B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.54B | 13.40 | 6.90 | 9.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.48B | 10.19 | 2.59 | 8.83 | ||
Fidelity Small Cap Index Instl Pre | 27.28B | 10.45 | 0.72 | 8.18 | ||
Vanguard Small Cap Index I | 23.18B | 10.20 | 2.60 | 8.84 | ||
DFA US Small Cap I | 16.5B | 9.96 | 5.52 | 8.94 | ||
Vanguard Small Cap Index InstlPlus | 11.41B | 10.20 | 2.61 | 8.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Targa Resources | US87612G1013 | 0.79 | 158.08 | +0.04% | |
Camden Property | US1331311027 | 0.73 | 119.65 | -1.00% | |
Builders FirstSource | US12008R1077 | 0.66 | 192.18 | -0.05% | |
Life Storage Inc | US53223X1072 | 0.62 | - | - | |
Aecom Technology | US00766T1007 | 0.62 | 105.20 | +1.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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