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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 979 | 1122 | 1148 | 1480 | 2327 |
Fund Return | 12.23% | -2.12% | 12.23% | 4.7% | 8.16% | 8.81% |
Place in category | 811 | 738 | 811 | 836 | 758 | 347 |
% in Category | 72 | 63 | 72 | 76 | 74 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.66B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.88B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.93B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 18.02B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.19B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.77B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.50 | 78.47 | +0.13% | |
UnitedHealth | US91324P1021 | 3.03 | 543.92 | +1.08% | |
Bank of America | US0605051046 | 2.81 | 46.60 | -0.32% | |
Charles Schwab | US8085131055 | 2.38 | 83.20 | +1.39% | |
Morgan Stanley | US6174464486 | 2.25 | 139.50 | +0.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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