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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1093 | 1218 | 1259 | 1612 | 2319 |
Fund Return | 9.35% | 9.35% | 21.77% | 7.97% | 10.02% | 8.78% |
Place in category | 102 | 102 | 159 | 195 | 191 | 94 |
% in Category | 24 | 24 | 43 | 54 | 56 | 37 |
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% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 8.30 | 8.47 | 9.39 | ||
JHancock Disciplined Value Mid Cap | 13.85B | 9.10 | 9.73 | 10.12 | ||
Vanguard Mid-Cap Value Index Admira | 12.54B | 8.12 | 7.37 | 8.93 | ||
Victory Sycamore Established Value6 | 9.93B | 9.24 | 10.04 | 11.66 | ||
MFS Mid Cap Value R6 | 9.13B | 8.96 | 9.09 | 9.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.06 | 416.48 | +0.74% | |
Cencora Inc Common Stock | - | 1.88 | - | - | |
Martin Marietta Materials | US5732841060 | 1.82 | 589.96 | -0.15% | |
Loews | US5404241086 | 1.80 | 76.53 | +0.33% | |
Lincoln Electrics | US5339001068 | 1.77 | 222.56 | +1.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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