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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1153 | 989 | 1153 | 1157 | 1642 | 2457 |
Fund Return | 15.34% | -1.09% | 15.34% | 4.98% | 10.43% | 9.41% |
Place in category | 69 | 95 | 69 | 17 | 23 | 19 |
% in Category | 35 | 49 | 35 | 11 | 8 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.66B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.88B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.93B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 18.02B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.19B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.71B | 20.23 | 4.21 | 10.55 | ||
JHVIT Strategic Equity Allocation T | 7.14B | 15.65 | 5.37 | 9.55 | ||
JPMorgan Investor Growth A | 4.72B | 15.05 | 4.74 | 9.13 | ||
Franklin Mutual Shares Z | 4.11B | 11.51 | 5.68 | 6.21 | ||
American Funds Growth Portfolio 52A | 2.99B | 20.15 | 4.16 | 10.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 13.93 | - | - | |
JPMorgan Large Cap Growth R6 | - | 12.04 | - | - | |
JPMorgan Large Cap Value R6 | - | 10.05 | - | - | |
JPMorgan Core Bond R6 | - | 8.69 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 7.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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