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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1034 | 1172 | 1209 | 1633 | 2417 |
Fund Return | 1.16% | 3.36% | 17.19% | 6.54% | 10.31% | 9.22% |
Place in category | 77 | 113 | 143 | 38 | 51 | 16 |
% in Category | 21 | 26 | 36 | 11 | 18 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.87B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.56B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.48B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.71B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.01B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Value Index Admi | 20.44B | 0.67 | 3.68 | 8.32 | ||
DFA US Small Cap Value I | 15.67B | -1.16 | 7.02 | 7.94 | ||
DFA US Targeted Value I | 13.17B | -1.73 | 6.44 | 8.28 | ||
Vanguard Small Cap Value Index I | 5.99B | 0.66 | 3.70 | 8.33 | ||
Victory Sycamore Small Company OppI | 3.27B | -3.10 | 1.85 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citizens Financial Group Inc | - | 4.15 | - | - | |
KeyCorp | - | 3.79 | - | - | |
Devon Energy Corp | - | 3.36 | - | - | |
Old National Bancorp | - | 3.29 | - | - | |
F N B Corp | - | 3.11 | - | - |
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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