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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1314 | 1056 | 1314 | 1295 | 2442 | 4962 |
Fund Return | 31.43% | 5.57% | 31.43% | 8.99% | 19.55% | 17.37% |
Place in category | 433 | 488 | 433 | 235 | 52 | 28 |
% in Category | 40 | 44 | 40 | 27 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.86B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.47B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.72B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 18.02B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.07B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 157.51B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 68.86B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.31 | 140.83 | +2.27% | |
Microsoft | US5949181045 | 7.98 | 428.50 | -0.12% | |
Apple | US0378331005 | 6.14 | 222.64 | -3.19% | |
Amazon.com | US0231351067 | 6.13 | 230.71 | +2.11% | |
Meta Platforms | US30303M1027 | 5.35 | 616.46 | +0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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