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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1071 | 1196 | 1132 | 1725 | 2025 |
Fund Return | 10.67% | 7.05% | 19.58% | 4.22% | 11.52% | 7.31% |
Place in category | 145 | 133 | 121 | 334 | 209 | 181 |
% in Category | 28 | 27 | 25 | 73 | 50 | 54 |
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 Value Index Admi | 21.28B | 11.48 | 6.71 | 8.78 | ||
DFA US Small Cap Value I | 16.42B | 9.38 | 10.05 | 8.51 | ||
DFA US Targeted Value I | 13.54B | 8.11 | 9.20 | 8.78 | ||
Vanguard Small Cap Value Index I | 6.15B | 11.47 | 6.72 | 8.79 | ||
Undiscovered Managers Behavioral V6 | 3.47B | 11.65 | 9.62 | 10.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Old National Bancorp | US6800331075 | 0.86 | 18.15 | -0.79% | |
Mueller Industries | US6247561029 | 0.81 | 71.92 | -0.99% | |
Knowles Cor | US49926D1090 | 0.81 | 17.44 | -1.40% | |
Essent Group Ltd | BMG3198U1027 | 0.80 | 63.18 | -1.56% | |
Commercial Metals | US2017231034 | 0.80 | 53.21 | -0.26% |
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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