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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1038 | 1159 | 1283 | 1886 | 2729 |
Fund Return | 2.99% | 3.78% | 15.91% | 8.67% | 13.53% | 10.56% |
Place in category | 150 | 268 | 240 | 92 | 52 | 19 |
% in Category | 32 | 57 | 44 | 25 | 17 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 70.5B | 3.25 | 15.74 | 18.31 | ||
JPMorgan Large Cap Growth Select | 27.42B | 3.21 | 15.45 | 18.00 | ||
JPMorgan Equity Income R6 | 23.16B | 5.00 | 7.11 | 10.26 | ||
JPMorgan US Equity R6 | 18.38B | 2.16 | 11.60 | 14.10 | ||
JPMorgan Equity Income Select | 16.32B | 4.98 | 6.85 | 9.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 21.55B | 3.62 | 8.63 | 9.43 | ||
DFA US Small Cap Value I | 16.41B | 2.93 | 10.04 | 9.48 | ||
DFA US Targeted Value I | 13.57B | 3.20 | 9.84 | 9.99 | ||
Vanguard Small Cap Value Index I | 6.43B | 3.61 | 8.64 | 9.44 | ||
Invesco SmallCapValue Y | 4.23B | 4.33 | 19.01 | 13.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KeyCorp | US4932671088 | 3.83 | 18.03 | +0.39% | |
Citizens Financial Group Inc | US1746101054 | 3.44 | 47.39 | +1.26% | |
Old National Bancorp | US6800331075 | 3.23 | 24.30 | +0.37% | |
Healthpeak Properties | US42250P1030 | 2.85 | 19.50 | -0.41% | |
Devon Energy | US25179M1036 | 2.80 | 37.57 | +7.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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