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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 1051 | 1243 | 1256 | 1978 | 3352 |
Fund Return | 6.56% | 5.07% | 24.34% | 7.9% | 14.62% | 12.86% |
Place in category | 456 | 342 | 299 | 334 | 40 | 30 |
% in Category | 27 | 19 | 19 | 25 | 4 | 4 |
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 | 20.56B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.37B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 15.34B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 505.18B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 373.3B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 168.5B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.20 | - | - | |
NVIDIA Corp | - | 5.97 | - | - | |
Amazon.com Inc | - | 5.21 | - | - | |
Apple Inc | - | 4.94 | - | - | |
Meta Platforms Inc Class A | - | 3.24 | - | - |
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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