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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1025 | 1132 | 1257 | 1542 | - |
Fund Return | 2.42% | 2.47% | 13.15% | 7.92% | 9.05% | - |
Place in category | 103 | 113 | 87 | 33 | 23 | - |
% in Category | 56 | 74 | 75 | 47 | 32 | - |
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% | |
---|---|---|---|---|---|---|
Goldman Sachs US Eq Div and Prem In | 1.62B | 2.24 | 10.34 | 11.28 | ||
BlackRock US Opportunities Instl | 1.37B | 3.47 | 5.83 | 7.99 | ||
Shelton Core Value Direct | 893.49M | 2.80 | 9.67 | 9.39 | ||
Goldman Sachs US Eq Div and Premium | 507.95M | 2.23 | 10.24 | 11.15 | ||
BlackRock US Opportunities Inv A | 301.54M | 3.44 | 5.57 | 7.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jpmorgan Prime Var 12/49 | - | 2.25 | - | - | |
Amazon.com | US0231351067 | 1.64 | 228.68 | -0.73% | |
Mastercard | US57636Q1040 | 1.61 | 564.76 | -0.27% | |
Meta Platforms | US30303M1027 | 1.59 | 736.67 | +1.11% | |
Progressive | US7433151039 | 1.58 | 262.60 | +0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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