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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1046 | 1284 | 1215 | 1881 | 2489 |
Fund Return | 4.89% | 4.56% | 28.43% | 6.71% | 13.47% | 9.55% |
Place in category | 107 | 98 | 79 | 44 | 56 | 16 |
% in Category | 24 | 20 | 24 | 14 | 21 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 60.32B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.19B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 22.44B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.34B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.69B | 12.11 | 10.08 | 13.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 19.91B | 4.96 | 4.40 | 8.60 | ||
DFA US Small Cap Value I | 15.15B | 4.20 | 7.29 | 8.43 | ||
DFA US Targeted Value I | 12.59B | 3.47 | 6.88 | 8.74 | ||
Vanguard Small Cap Value Index I | 5.64B | 4.96 | 4.41 | 8.61 | ||
Victory Sycamore Small Company OppI | 3.13B | 0.83 | 2.89 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citizens Financial Group Inc | US1746101054 | 3.96 | 34.99 | -1.13% | |
KeyCorp | US4932671088 | 3.53 | 13.65 | -1.94% | |
Devon Energy | US25179M1036 | 3.49 | 47.37 | -0.57% | |
Old National Bancorp | US6800331075 | 3.18 | 16.45 | -2.08% | |
FNB | US3025201019 | 2.99 | 13.03 | -2.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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