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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1024 | 1341 | 1273 | 2453 | 4471 |
Fund Return | 13.94% | 2.38% | 34.11% | 8.39% | 19.66% | 16.16% |
Place in category | 412 | 580 | 368 | 351 | 62 | 41 |
% in Category | 34 | 51 | 32 | 35 | 8 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 60.79B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 21.78B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 22.57B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.07B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.71B | 12.11 | 10.08 | 13.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 141B | 12.00 | 5.78 | 12.75 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Vanguard Growth Index Adm | 76.96B | 13.04 | 9.69 | 14.87 | ||
Fidelity Blue Chip Growth | 57.86B | 20.08 | 9.54 | 17.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.57 | 442.57 | +0.22% | |
NVIDIA | US67066G1040 | 7.67 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 6.34 | 183.66 | -0.09% | |
Apple | US0378331005 | 5.41 | 212.49 | -0.82% | |
Meta Platforms | US30303M1027 | 5.12 | 504.16 | +0.11% |
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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