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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1034 | 1205 | 1275 | 1694 | - |
Fund Return | 3.79% | 3.41% | 20.5% | 8.43% | 11.11% | - |
Place in category | 840 | 589 | 340 | 511 | 448 | - |
% in Category | 63 | 49 | 30 | 47 | 45 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 70.55B | 3.25 | 15.74 | 18.31 | ||
JPMorgan Large Cap Growth Select | 27.44B | 3.21 | 15.45 | 18.00 | ||
JPMorgan Equity Income R6 | 22.88B | 5.00 | 7.11 | 10.26 | ||
JPMorgan US Equity R6 | 18.29B | 2.16 | 11.60 | 14.10 | ||
JPMorgan Equity Income Select | 16.11B | 4.98 | 6.85 | 9.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.26B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.55 | 79.98 | +1.43% | |
Berkshire Hathaway B | US0846707026 | 2.69 | 479.59 | -0.19% | |
Capital One Financial | US14040H1059 | 2.18 | 202.16 | +2.46% | |
M&T Bank | US55261F1049 | 1.95 | 198.82 | +0.85% | |
Bristol-Myers Squibb | US1101221083 | 1.88 | 53.90 | -3.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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