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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 892 | 954 | 946 | 1324 | 1484 | 2852 |
Fund Return | -10.76% | -4.64% | -5.36% | 9.81% | 8.21% | 11.05% |
Place in category | 89 | 73 | 78 | 107 | 170 | 60 |
% in Category | 16 | 12 | 16 | 22 | 35 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.86B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.47B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.72B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 18.02B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.07B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.83B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Targa Resources | US87612G1013 | 0.79 | 215.72 | +1.30% | |
Camden Property | US1331311027 | 0.73 | 112.60 | -0.04% | |
Builders FirstSource | US12008R1077 | 0.66 | 164.12 | +2.15% | |
Life Storage Inc | US53223X1072 | 0.62 | - | - | |
Aecom Technology | US00766T1007 | 0.62 | 108.93 | +1.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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