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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1033 | 1183 | 1168 | 1645 | 2452 |
Fund Return | 6.25% | 3.25% | 18.27% | 5.32% | 10.46% | 9.38% |
Place in category | 905 | 785 | 939 | 807 | 702 | 208 |
% in Category | 72 | 64 | 81 | 71 | 70 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.9B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.08B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.85B | 16.53 | 9.75 | 17.03 | ||
JPMorgan US Equity R6 | 16.48B | 12.11 | 10.08 | 13.41 | ||
JPMorgan Growth Advantage R6 | 9.1B | 14.15 | 8.92 | 16.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.09B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.03 | 57.97 | +1.47% | |
ConocoPhillips | US20825C1045 | 2.91 | 113.74 | +0.10% | |
Chevron | US1667641005 | 2.39 | 156.72 | +0.15% | |
Bank of America | US0605051046 | 2.16 | 39.60 | +1.92% | |
Charles Schwab | US8085131055 | 2.04 | 74.66 | +1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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