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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1034 | 1174 | 1217 | 1651 | 2474 |
Fund Return | 1.21% | 3.4% | 17.41% | 6.75% | 10.55% | 9.48% |
Place in category | 72 | 106 | 131 | 35 | 44 | 12 |
% in Category | 21 | 25 | 34 | 11 | 17 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.7B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.32B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.38B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.58B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 15.89B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.74B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.58B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.24B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citizens Financial Group Inc | - | 4.15 | - | - | |
KeyCorp | - | 3.79 | - | - | |
Devon Energy Corp | - | 3.36 | - | - | |
Old National Bancorp | - | 3.29 | - | - | |
F N B Corp | - | 3.11 | - | - |
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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