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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1037 | 1183 | 1247 | 1704 | 2584 |
Fund Return | 3.06% | 3.7% | 18.26% | 7.63% | 11.25% | 9.96% |
Place in category | 140 | 142 | 80 | 49 | 27 | 19 |
% in Category | 68 | 74 | 43 | 19 | 8 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 62.23B | -0.18 | 15.79 | 17.17 | ||
JPMorgan Large Cap Growth Select | 24.45B | 3.21 | 15.45 | 18.00 | ||
JPMorgan Equity Income R6 | 21.75B | 6.25 | 7.98 | 9.90 | ||
JPMorgan US Equity R6 | 16.65B | 0.40 | 11.65 | 13.23 | ||
JPMorgan Equity Income Select | 15.25B | 6.20 | 7.71 | 9.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.71B | 1.10 | 9.27 | 10.22 | ||
JHVIT Strategic Equity Allocation T | 6.73B | 3.10 | 9.28 | 9.47 | ||
JPMorgan Investor Growth A | 4.5B | 2.49 | 7.91 | 9.08 | ||
Franklin Mutual Shares Z | 3.96B | 5.21 | 7.84 | 6.37 | ||
American Funds Growth Portfolio 52A | 2.76B | 1.14 | 9.24 | 10.17 |
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 | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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