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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 990 | 1184 | 1424 | 2175 | - |
Fund Return | 1.43% | -0.99% | 18.37% | 12.5% | 16.81% | - |
Place in category | 690 | 462 | 245 | 271 | 240 | - |
% in Category | 50 | 31 | 19 | 21 | 21 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 62.26B | -0.18 | 15.79 | 17.17 | ||
JPMorgan Large Cap Growth Select | 24.87B | -0.23 | 15.51 | 16.87 | ||
JPMorgan Equity Income R6 | 22.06B | 6.25 | 7.98 | 9.90 | ||
JPMorgan US Equity R6 | 16.66B | 0.40 | 11.65 | 13.23 | ||
JPMorgan Equity Income Select | 15.42B | 6.20 | 7.71 | 9.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 597.55B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.94 | 223.19 | +0.48% | |
Microsoft | US5949181045 | 6.01 | 382.19 | +1.81% | |
NVIDIA | US67066G1040 | 5.73 | 110.15 | +1.63% | |
Amazon.com | US0231351067 | 4.33 | 192.11 | +0.97% | |
Meta Platforms | US30303M1027 | 2.92 | 586.00 | +1.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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