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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1021 | 1236 | 1136 | 1611 | 2209 |
Fund Return | 6.26% | 2.06% | 23.55% | 4.34% | 10.01% | 8.25% |
Place in category | 197 | 334 | 186 | 237 | 209 | 113 |
% in Category | 46 | 84 | 49 | 62 | 63 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.89B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.32B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.12B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.44B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.16B | 12.11 | 10.08 | 13.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 14.27B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 11.94B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 10.19B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.13B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.11 | 425.51 | -0.50% | |
Cencora Inc Common Stock | - | 1.83 | - | - | |
Loews | US5404241086 | 1.83 | 75.00 | +0.11% | |
Hubbell | US4435106079 | 1.65 | 365.94 | -4.11% | |
CMS Energy | US1258961002 | 1.64 | 61.36 | -1.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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