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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1036 | 1180 | 1238 | 1684 | 2521 |
Fund Return | 3.05% | 3.6% | 17.98% | 7.37% | 10.98% | 9.69% |
Place in category | 142 | 152 | 91 | 57 | 32 | 25 |
% in Category | 69 | 79 | 47 | 24 | 12 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 70.02B | 3.25 | 15.74 | 18.31 | ||
JPMorgan Large Cap Growth Select | 27.25B | 3.21 | 15.45 | 18.00 | ||
JPMorgan Equity Income R6 | 23.09B | 5.00 | 7.11 | 10.26 | ||
JPMorgan US Equity R6 | 18.28B | 2.16 | 11.60 | 14.10 | ||
JPMorgan Equity Income Select | 16.26B | 4.98 | 6.85 | 9.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.87B | 4.29 | 9.27 | 11.14 | ||
JHVIT Strategic Equity Allocation T | 7.13B | 3.49 | 8.47 | 10.13 | ||
Franklin Mutual Shares Z | 4.12B | 3.69 | 7.16 | 6.82 | ||
American Funds Growth Portfolio 52A | 3.03B | 4.34 | 9.24 | 11.09 | ||
Franklin Mutual Shares A | 2.78B | 3.63 | 6.88 | 6.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 13.82 | - | - | |
JPMorgan Large Cap Growth R6 | - | 12.37 | - | - | |
JPMorgan Large Cap Value R6 | - | 9.58 | - | - | |
JPMorgan Core Bond R6 | - | 8.82 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 7.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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