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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1185 | 1066 | 1304 | 1395 | 1875 | 2607 |
Fund Return | 18.45% | 6.62% | 30.42% | 11.73% | 13.4% | 10.05% |
Place in category | 219 | 378 | 263 | 63 | 75 | 47 |
% in Category | 42 | 71 | 52 | 16 | 22 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.69B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.93B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.92B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 18.06B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.18B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.89B | 12.39 | 5.74 | 8.67 | ||
DFA US Small Cap Value I | 16.69B | 9.57 | 7.93 | 8.61 | ||
DFA US Targeted Value I | 13.77B | 9.33 | 7.55 | 9.16 | ||
Vanguard Small Cap Value Index I | 6.23B | 12.41 | 5.75 | 8.68 | ||
Pear Tree Polaris Small Cap Ord | 3.96B | 8.69 | 5.18 | 6.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KeyCorp | US4932671088 | 3.88 | 17.59 | -2.20% | |
Citizens Financial Group Inc | US1746101054 | 3.28 | 46.54 | -2.17% | |
Old National Bancorp | US6800331075 | 2.88 | 23.51 | -1.45% | |
Healthpeak Properties | US42250P1030 | 2.87 | 20.40 | -1.28% | |
Devon Energy | US25179M1036 | 2.80 | 33.63 | -1.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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