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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 1074 | 1154 | 1270 | 1651 | 2594 |
Fund Return | 7.4% | 7.4% | 15.37% | 8.3% | 10.54% | 10% |
Place in category | 926 | 926 | 1023 | 732 | 608 | 145 |
% in Category | 74 | 74 | 84 | 63 | 59 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 52.35B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Large Cap Growth Select | 20.1B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.38B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.04B | 11.22 | 12.03 | 13.57 | ||
JPMorgan Growth Advantage R6 | 8.21B | 13.95 | 10.33 | 16.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.07B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.96 | 60.97 | -0.21% | |
ConocoPhillips | US20825C1045 | 2.79 | 129.81 | +0.37% | |
Chevron | US1667641005 | 2.14 | 162.84 | +0.57% | |
Bank of America | US0605051046 | 2.12 | 38.37 | +1.70% | |
AbbVie | US00287Y1091 | 2.04 | 169.54 | +0.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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