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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1148 | 1105 | 1285 | 1263 | 1613 | 2342 |
Fund Return | 14.79% | 10.47% | 28.49% | 8.09% | 10.04% | 8.88% |
Place in category | 23 | 14 | 19 | 49 | 46 | 37 |
% in Category | 36 | 17 | 25 | 63 | 63 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 62.97B | 26.92 | 9.12 | 17.38 | ||
JPMorgan Large Cap Growth Select | 23.98B | 26.65 | 8.85 | 17.07 | ||
JPMorgan Equity Income R6 | 22.82B | 15.20 | 6.90 | 9.96 | ||
JPMorgan US Equity R6 | 17.27B | 22.19 | 9.31 | 13.64 | ||
JPMorgan Equity Income Select | 16.41B | 14.96 | 6.64 | 9.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 23.4B | 8.24 | 6.34 | 9.00 | ||
JHancock Disciplined Value Mid Cap | 14.8B | 10.71 | 7.35 | 9.70 | ||
Vanguard Mid-Cap Value Index Admira | 13.08B | 16.27 | 6.85 | 9.07 | ||
Victory Sycamore Established Value6 | 10.53B | 11.67 | 7.50 | 11.36 | ||
MFS Mid Cap Value R6 | 9.78B | 16.04 | 7.78 | 9.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.16 | 571.91 | -0.37% | |
Loews | US5404241086 | 1.80 | 87.05 | +0.58% | |
Williams | US9694571004 | 1.77 | 58.14 | -0.39% | |
Cencora Inc | US03073E1055 | 1.72 | 249.69 | +0.50% | |
Arch Capital | BMG0450A1053 | 1.66 | 100.74 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Neutral |
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