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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1002 | 1219 | 1093 | 1758 | 2659 |
Fund Return | 5.52% | 0.24% | 21.93% | 3.02% | 11.95% | 10.28% |
Place in category | 284 | 329 | 277 | 228 | 89 | 19 |
% in Category | 66 | 78 | 68 | 64 | 31 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 60.32B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.19B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 22.44B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.34B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.69B | 12.11 | 10.08 | 13.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 59.44B | 5.55 | 3.04 | 9.49 | ||
Fidelity Extended Market Index Ins | 37.64B | 3.43 | -1.31 | 8.75 | ||
Fidelity Mid Cap Index Fund Institu | 34.47B | 5.68 | 3.10 | 9.47 | ||
Vanguard Extended Market Index Inst | 30.44B | 3.43 | -1.28 | - | ||
Vanguard Extended Market Idx Adm | 23.68B | 3.42 | -1.32 | 8.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ITT | US45073V1089 | 1.47 | 128.57 | -1.69% | |
Hubbell | US4435106079 | 1.36 | 378.04 | -0.40% | |
Ameriprise Financial | US03076C1062 | 1.35 | 438.13 | -0.50% | |
Ametek | US0311001004 | 1.33 | 168.72 | -1.60% | |
Raymond James Financial | US7547301090 | 1.28 | 121.69 | -0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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