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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1021 | 1237 | 1139 | 1617 | - |
Fund Return | 6.32% | 2.11% | 23.68% | 4.44% | 10.09% | - |
Place in category | 191 | 325 | 182 | 230 | 203 | - |
% in Category | 45 | 82 | 47 | 61 | 61 | - |
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.91B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 13.88B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 9.88B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.04B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.11 | 423.86 | -0.71% | |
Cencora Inc Common Stock | - | 1.83 | - | - | |
Loews | US5404241086 | 1.83 | 73.79 | -0.51% | |
Hubbell | US4435106079 | 1.65 | 374.74 | -2.67% | |
CMS Energy | US1258961002 | 1.64 | 59.65 | -0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Neutral |
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