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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1227 | 1058 | 1375 | 1420 | 2278 | 3677 |
Fund Return | 22.68% | 5.81% | 37.55% | 12.41% | 17.9% | 13.91% |
Place in category | 237 | 714 | 201 | 191 | 29 | 18 |
% in Category | 16 | 53 | 13 | 14 | 3 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 64.19B | 27.39 | 11.64 | 17.81 | ||
JPMorgan Large Cap Growth Select | 24.42B | 27.15 | 11.36 | 17.50 | ||
JPMorgan Equity Income R6 | 23.22B | 15.08 | 8.94 | 10.28 | ||
JPMorgan US Equity R6 | 17.61B | 22.75 | 12.52 | 14.00 | ||
JPMorgan Equity Income Select | 16.7B | 14.87 | 8.67 | 10.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Fidelity 500 Index Institutional Pr | 599.39B | 22.06 | 11.90 | 13.37 | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.72 | 424.73 | +0.03% | |
Apple | US0378331005 | 7.83 | 230.57 | -0.08% | |
NVIDIA | US67066G1040 | 6.80 | 140.41 | +0.61% | |
Amazon.com | US0231351067 | 4.23 | 186.38 | +0.90% | |
Meta Platforms | US30303M1027 | 3.24 | 567.78 | +0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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