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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1105 | 1298 | 1383 | 2012 | - |
Fund Return | 10.54% | 10.54% | 29.82% | 11.43% | 15% | - |
Place in category | 636 | 636 | 506 | 313 | 244 | - |
% in Category | 39 | 39 | 34 | 24 | 23 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 53.34B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.02B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.56B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.37B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.34B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.15 | 397.84 | +0.73% | |
Apple | US0378331005 | 6.14 | 173.18 | +2.29% | |
NVIDIA | US67066G1040 | 4.54 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 3.74 | 184.72 | +3.20% | |
Meta Platforms | US30303M1027 | 2.53 | 441.84 | +0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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