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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1100 | 1193 | 1178 | 1621 | 2231 |
Fund Return | 4.79% | 10.01% | 19.31% | 5.62% | 10.14% | 8.36% |
Place in category | 76 | 100 | 82 | 54 | 49 | 34 |
% in Category | 34 | 48 | 39 | 39 | 21 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 66.84B | 26.92 | 9.12 | 17.38 | ||
JPMorgan Large Cap Growth Select | 25.35B | 26.65 | 8.85 | 17.07 | ||
JPMorgan Equity Income R6 | 23.4B | 15.20 | 6.90 | 9.96 | ||
JPMorgan US Equity R6 | 18.03B | 22.19 | 9.31 | 13.64 | ||
JPMorgan Equity Income Select | 16.79B | 14.96 | 6.64 | 9.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.07B | 17.19 | 3.03 | 10.33 | ||
JHVIT Strategic Equity Allocation T | 7.25B | 14.61 | 5.76 | 9.52 | ||
JPMorgan Investor Growth A | 4.67B | 14.43 | 5.12 | 9.23 | ||
Franklin Mutual Shares Z | 4.26B | 12.82 | 6.41 | 6.47 | ||
Franklin Mutual Shares A | 2.87B | 12.56 | 6.15 | 6.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 14.53 | - | - | |
JPMorgan Large Cap Growth R6 | - | 12.14 | - | - | |
JPMorgan Large Cap Value R6 | - | 8.90 | - | - | |
JPMorgan Core Bond R6 | - | 8.46 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 8.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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