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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1061 | 1150 | 1117 | 1454 | 1655 |
Fund Return | 6.08% | 6.08% | 15.02% | 3.76% | 7.77% | 5.16% |
Place in category | 202 | 202 | 210 | 239 | 140 | 79 |
% in Category | 26 | 26 | 32 | 41 | 21 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.05B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.41B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.68B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 191.19B | 4.34 | 1.83 | 4.38 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 4.30 | 1.88 | 4.45 | ||
Fidelity International Index Inst | 50.02B | 5.79 | 4.96 | 4.94 | ||
Fidelity Series Global ex US Index | 45.57B | 4.69 | 1.96 | 4.28 | ||
Vanguard Total Intl Stock Index I | 39.57B | 4.32 | 1.91 | 4.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 3.72 | 849.40 | +0.33% | |
Shell | GB00BP6MXD84 | 2.82 | 33.93 | +0.47% | |
Novo Nordisk B | DK0062498333 | 2.77 | 880.3 | +3.39% | |
Nestle | CH0038863350 | 2.66 | 92.06 | +0.77% | |
Louis Vuitton | FR0000121014 | 2.56 | 787.80 | +0.78% |
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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