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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1071 | 1161 | 1058 | 1558 | - |
Fund Return | 9.63% | 7.1% | 16.08% | 1.91% | 9.28% | - |
Place in category | 348 | 147 | 418 | 373 | 391 | - |
% in Category | 56 | 26 | 73 | 70 | 78 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.72B | 24.62 | 8.70 | 17.36 | ||
JPMorgan Large Cap Growth Select | 23.99B | 24.43 | 8.43 | 17.06 | ||
JPMorgan Equity Income R6 | 23.03B | 13.59 | 7.17 | 10.00 | ||
JPMorgan US Equity R6 | 17.32B | 20.04 | 9.82 | 13.58 | ||
JPMorgan Equity Income Select | 16.54B | 13.40 | 6.90 | 9.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.48B | 10.19 | 2.59 | 8.83 | ||
Fidelity Small Cap Index Instl Pre | 27.28B | 10.45 | 0.72 | 8.18 | ||
Vanguard Small Cap Index I | 23.18B | 10.20 | 2.60 | 8.84 | ||
DFA US Small Cap I | 16.5B | 9.96 | 5.52 | 8.94 | ||
Vanguard Small Cap Index InstlPlus | 11.41B | 10.20 | 2.61 | 8.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WillScot A | US9713781048 | 1.95 | 37.27 | -0.85% | |
Encompass Health | US29261A1007 | 1.66 | 94.86 | +0.38% | |
Cushman & Wakefield | GB00BFZ4N465 | 1.59 | 12.43 | -1.55% | |
Performance Food Group Co | US71377A1034 | 1.58 | 78.20 | -0.57% | |
MSA Safety | US5534981064 | 1.47 | 171.33 | -0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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