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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1314 | 1401 | 2175 | 3532 |
Fund Return | 11.18% | 11.18% | 31.43% | 11.9% | 16.81% | 13.45% |
Place in category | 445 | 445 | 311 | 208 | 27 | 20 |
% in Category | 27 | 27 | 20 | 17 | 3 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.05B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.41B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.68B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.50 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 5.31 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 5.28 | 186.24 | +0.82% | |
Apple | US0378331005 | 4.91 | 183.36 | +5.97% | |
Meta Platforms | US30303M1027 | 3.46 | 452.05 | +2.35% |
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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