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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1242 | 1063 | 1310 | 1397 | 1796 | 2463 |
Fund Return | 24.25% | 6.28% | 31% | 11.78% | 12.42% | 9.43% |
Place in category | 274 | 492 | 269 | 307 | 270 | 374 |
% in Category | 24 | 41 | 24 | 30 | 29 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.42B | 34.70 | 11.07 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.44B | 34.39 | 10.79 | 17.56 | ||
JPMorgan Equity Income R6 | 22.12B | 22.10 | 10.32 | 10.31 | ||
JPMorgan US Equity R6 | 17.99B | 29.10 | 11.71 | 14.03 | ||
JPMorgan Equity Income Select | 15.64B | 21.82 | 10.03 | 10.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.59B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 2.44 | 518.25 | +0.89% | |
Exxon Mobil | US30231G1022 | 2.37 | 108.54 | +0.74% | |
AbbVie | US00287Y1091 | 2.19 | 181.46 | +0.76% | |
Wells Fargo&Co | US9497461015 | 2.17 | 72.10 | +0.10% | |
Eaton | IE00B8KQN827 | 2.05 | 341.74 | -1.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Sell | Strong Sell | Neutral |
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