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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1063 | 1207 | 1303 | 1775 | 2462 |
Fund Return | 6.28% | 6.28% | 20.72% | 9.23% | 12.17% | 9.43% |
Place in category | 108 | 108 | 197 | 50 | 67 | 20 |
% in Category | 25 | 25 | 44 | 15 | 21 | 8 |
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 Small Cap Value Index Admi | 20.44B | 7.13 | 7.31 | 8.87 | ||
DFA US Small Cap Value I | 15.34B | 4.98 | 10.01 | 8.39 | ||
DFA US Targeted Value I | 12.96B | 4.63 | 9.72 | 8.77 | ||
Vanguard Small Cap Value Index I | 5.99B | 7.13 | 7.32 | 8.89 | ||
Victory Sycamore Small Company OppI | 3.18B | 3.84 | 5.47 | 9.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citizens Financial Group Inc | US1746101054 | 3.77 | 35.39 | +1.14% | |
KeyCorp | US4932671088 | 3.59 | 14.93 | +0.37% | |
Old National Bancorp | US6800331075 | 3.26 | 17.19 | +0.94% | |
Devon Energy | US25179M1036 | 3.10 | 50.53 | +0.39% | |
FNB | US3025201019 | 3.09 | 13.79 | +1.10% |
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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