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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1100 | 1193 | 1178 | 1621 | 2231 |
Fund Return | 4.79% | 10.01% | 19.31% | 5.62% | 10.14% | 8.36% |
Place in category | 76 | 100 | 82 | 54 | 49 | 34 |
% in Category | 34 | 48 | 39 | 39 | 21 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 64.54B | 27.39 | 11.64 | 17.81 | ||
JPMorgan Large Cap Growth Select | 24.33B | 27.15 | 11.36 | 17.50 | ||
JPMorgan Equity Income R6 | 22.97B | 15.08 | 8.94 | 10.28 | ||
JPMorgan US Equity R6 | 17.42B | 22.75 | 12.52 | 14.00 | ||
JPMorgan Equity Income Select | 16.5B | 14.87 | 8.67 | 10.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.18B | 18.80 | 5.76 | 10.63 | ||
JHVIT Strategic Equity Allocation T | 7.32B | 15.74 | 6.49 | 9.52 | ||
JPMorgan Investor Growth A | 4.6B | 16.38 | 7.42 | 9.67 | ||
Franklin Mutual Shares Z | 4.15B | 13.90 | 7.84 | 6.60 | ||
Franklin Mutual Shares A | 2.81B | 13.66 | 7.56 | 6.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan US Equity R6 | - | 14.53 | - | - | |
JPMorgan Large Cap Growth R6 | - | 12.14 | - | - | |
JPMorgan Large Cap Value R6 | - | 8.90 | - | - | |
JPMorgan Core Bond R6 | - | 8.46 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 8.02 | - | - |
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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