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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 943 | 1096 | 1208 | 1806 | 2589 |
Fund Return | 0.91% | -5.72% | 9.57% | 6.49% | 12.55% | 9.98% |
Place in category | 175 | 127 | 155 | 186 | 129 | 21 |
% in Category | 43 | 37 | 45 | 55 | 46 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.21B | -0.18 | 15.79 | 17.17 | ||
JPMorgan Large Cap Growth Select | 24.96B | -0.23 | 15.51 | 16.87 | ||
JPMorgan Equity Income R6 | 21.8B | 6.25 | 7.98 | 9.90 | ||
JPMorgan US Equity R6 | 16.88B | 0.40 | 11.65 | 13.23 | ||
JPMorgan Equity Income Select | 15.28B | 6.20 | 7.71 | 9.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 63.62B | 2.48 | 6.86 | 9.39 | ||
Fidelity Extended Market Index Ins | 39.44B | -1.09 | 5.89 | 8.91 | ||
Fidelity Mid Cap Index Fund Institu | 38.34B | 1.27 | 7.19 | 9.35 | ||
Vanguard Extended Market Index Inst | 34.3B | -1.08 | 5.90 | - | ||
Vanguard Extended Market Idx Adm | 25.02B | -1.08 | 5.85 | 8.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Raymond James Financial | US7547301090 | 1.47 | 142.39 | +1.85% | |
Ameriprise Financial | US03076C1062 | 1.40 | 485.83 | +2.87% | |
Ametek | US0311001004 | 1.32 | 176.14 | +1.87% | |
Loews | US5404241086 | 1.30 | 86.42 | +1.97% | |
ITT | US45073V1089 | 1.23 | 134.92 | +3.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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