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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1097 | 1225 | 1313 | 1671 | - |
Fund Return | 9.67% | 9.67% | 22.51% | 9.49% | 10.81% | - |
Place in category | 466 | 466 | 440 | 450 | 534 | - |
% in Category | 34 | 34 | 38 | 40 | 53 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 53.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.01B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.69B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.35B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.48B | 11.22 | 12.03 | 13.57 |
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 | 38.37B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.34 | 400.77 | +0.04% | |
Wells Fargo&Co | US9497461015 | 2.59 | 59.91 | +0.13% | |
Capital One Financial | US14040H1059 | 2.34 | 142.38 | +0.40% | |
Bank of America | US0605051046 | 2.03 | 37.24 | +0.98% | |
AbbVie | US00287Y1091 | 1.94 | 163.79 | +1.85% |
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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