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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1065 | 1218 | 1203 | 1654 | 2216 |
Fund Return | 13.16% | 6.54% | 21.84% | 6.35% | 10.59% | 8.28% |
Place in category | 143 | 89 | 101 | 242 | 202 | 122 |
% in Category | 33 | 27 | 23 | 65 | 61 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.84B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.97B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 22.93B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.23B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.49B | 13.40 | 6.90 | 9.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.97B | 11.71 | 7.46 | 9.24 | ||
JHancock Disciplined Value Mid Cap | 15.03B | 11.03 | 8.03 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.96B | 14.61 | 6.49 | 8.90 | ||
Victory Sycamore Established Value6 | 10.89B | 12.80 | 7.85 | 11.49 | ||
MFS Mid Cap Value R6 | 9.82B | 15.17 | 8.31 | 9.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Loews | US5404241086 | 1.85 | 78.90 | +0.27% | |
Ameriprise Financial | US03076C1062 | 1.81 | 468.62 | +0.24% | |
Cencora Inc Common Stock | - | 1.74 | - | - | |
Williams | US9694571004 | 1.74 | 45.16 | +0.94% | |
First Citizens BancShares | US31946M1036 | 1.58 | 1,845.53 | -1.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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