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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1095 | 973 | 1325 | 1280 | 1859 | 2588 |
Fund Return | 9.47% | -2.7% | 32.5% | 8.57% | 13.2% | 9.98% |
Place in category | 121 | 191 | 64 | 29 | 39 | 14 |
% in Category | 25 | 42 | 13 | 9 | 16 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 65.7B | 26.92 | 9.12 | 17.38 | ||
JPMorgan Large Cap Growth Select | 24.94B | 26.65 | 8.85 | 17.07 | ||
JPMorgan Equity Income R6 | 23.53B | 15.20 | 6.90 | 9.96 | ||
JPMorgan US Equity R6 | 17.96B | 22.19 | 9.31 | 13.64 | ||
JPMorgan Equity Income Select | 16.91B | 14.96 | 6.64 | 9.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.28B | 12.05 | 6.25 | 8.94 | ||
DFA US Small Cap Value I | 17.75B | 7.80 | 8.46 | 8.65 | ||
DFA US Targeted Value I | 14.36B | 6.78 | 7.63 | 8.98 | ||
Vanguard Small Cap Value Index I | 6.15B | 12.08 | 6.26 | 8.95 | ||
Invesco SmallCapValue Y | 3.76B | 19.65 | 15.99 | 12.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KeyCorp | US4932671088 | 3.60 | 19.04 | -0.65% | |
Healthpeak Properties | US42250P1030 | 2.91 | 22.83 | +1.17% | |
Old National Bancorp | US6800331075 | 2.81 | 21.90 | +1.81% | |
Citizens Financial Group Inc | US1746101054 | 2.64 | 46.02 | -0.02% | |
Berry Global | US08579W1036 | 2.56 | 67.30 | +0.03% |
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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