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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 987 | 1105 | 1087 | 1376 | 1843 |
Fund Return | 10.55% | -1.32% | 10.55% | 2.8% | 6.59% | 6.3% |
Place in category | 399 | 356 | 399 | 318 | 318 | 278 |
% in Category | 54 | 54 | 54 | 47 | 51 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 67.13B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 25.66B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 23.04B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 17.65B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.26B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.64B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 55.17B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 23.16 | - | - | |
JPMorgan Core Plus Bond R6 | - | 11.40 | - | - | |
JPMorgan US Equity R6 | - | 8.15 | - | - | |
JPMorgan Large Cap Growth R6 | - | 5.86 | - | - | |
JPMorgan Income R6 | - | 5.14 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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