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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1043 | 1278 | 1222 | 1642 | 2584 |
Fund Return | 15.2% | 4.27% | 27.83% | 6.9% | 10.43% | 9.96% |
Place in category | 571 | 153 | 816 | 689 | 569 | 144 |
% in Category | 48 | 15 | 71 | 63 | 55 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 67.01B | 26.92 | 9.12 | 17.38 | ||
JPMorgan Large Cap Growth Select | 25.59B | 26.65 | 8.85 | 17.07 | ||
JPMorgan US Equity R6 | 18.29B | 22.19 | 9.31 | 13.64 | ||
JPMorgan Equity Income Select | 17.2B | 14.96 | 6.64 | 9.68 | ||
JPMorgan Growth Advantage R6 | 9.86B | 24.26 | 7.18 | 16.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.56B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 3.06 | 606.48 | -0.34% | |
Wells Fargo&Co | US9497461015 | 2.77 | 74.72 | -0.75% | |
Bank of America | US0605051046 | 2.43 | 46.89 | -0.33% | |
ConocoPhillips | US20825C1045 | 2.37 | 106.53 | +0.37% | |
Philip Morris | US7181721090 | 2.09 | 130.00 | -0.78% |
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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