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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 993 | 1124 | 1184 | 1521 | - |
Fund Return | 12.37% | -0.7% | 12.37% | 5.79% | 8.74% | - |
Place in category | 75 | 111 | 75 | 37 | 20 | - |
% in Category | 68 | 74 | 68 | 50 | 26 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.51B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.74B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.96B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 18.19B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.23B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs US Eq Div and Prem In | 1.6B | 22.28 | 8.24 | 10.80 | ||
BlackRock US Opportunities Instl | 1.37B | 7.73 | 5.26 | 7.33 | ||
Shelton Core Value Direct | 863.19M | 17.17 | 7.56 | 8.72 | ||
Goldman Sachs US Eq Div and Premium | 499.23M | 22.18 | 8.15 | 10.66 | ||
BlackRock US Opportunities Inv A | 299.01M | 7.48 | 4.99 | 7.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Progressive | US7433151039 | 1.70 | 239.17 | -0.76% | |
Trane Technologies | IE00BK9ZQ967 | 1.67 | 399.56 | +0.61% | |
ServiceNow Inc | US81762P1021 | 1.64 | 1,125.17 | +2.58% | |
Amazon.com | US0231351067 | 1.60 | 235.01 | +1.86% | |
Mastercard | US57636Q1040 | 1.57 | 527.18 | -0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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