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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 982 | 1164 | 1259 | 1810 | 2570 |
Fund Return | 6.25% | -1.85% | 16.41% | 7.98% | 12.6% | 9.9% |
Place in category | 128 | 693 | 388 | 710 | 619 | 161 |
% in Category | 13 | 57 | 37 | 68 | 61 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 64.42B | -0.18 | 15.79 | 17.17 | ||
JPMorgan Large Cap Growth Select | 25.27B | 3.21 | 15.45 | 18.00 | ||
JPMorgan US Equity R6 | 17.25B | 0.40 | 11.65 | 13.23 | ||
JPMorgan Equity Income Select | 15.7B | 6.20 | 7.71 | 9.61 | ||
JPMorgan Growth Advantage R6 | 9.09B | -0.87 | 13.38 | 16.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.52B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.48 | 71.05 | -2.20% | |
Bank of America | US0605051046 | 2.85 | 41.40 | -0.14% | |
UnitedHealth | US91324P1021 | 2.71 | 493.48 | +1.18% | |
Morgan Stanley | US6174464486 | 2.32 | 119.29 | -0.07% | |
ConocoPhillips | US20825C1045 | 2.14 | 90.63 | +2.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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