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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1055 | 1117 | 1245 | 1341 | 1279 |
Fund Return | 1.37% | 5.46% | 11.7% | 7.58% | 6.05% | 2.49% |
Place in category | 108 | 165 | 156 | 54 | 134 | 146 |
% in Category | 27 | 50 | 50 | 16 | 43 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.17B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.58B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.58B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.71B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.09B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.59B | 1.75 | 4.02 | 3.76 | ||
Fidelity Series International VVV | 15.07B | 5.40 | 7.74 | 4.72 | ||
Vanguard International Value Inv | 13.94B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 9.42B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.65B | -2.73 | -1.50 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 2.84 | 92.62 | -0.73% | |
Shell | GB00BP6MXD84 | 2.75 | 33.12 | -0.54% | |
TotalEnergies SE | FR0000120271 | 2.05 | 66.46 | -1.50% | |
BHP Group Ltd | AU000000BHP4 | 1.63 | 44.540 | +1.02% | |
HSBC | GB0005405286 | 1.62 | 696.50 | -0.74% |
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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