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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1138 | 1138 | 1416 | 1323 | 2389 | 4494 |
Fund Return | 13.84% | 13.84% | 41.56% | 9.79% | 19.02% | 16.21% |
Place in category | 351 | 351 | 326 | 419 | 54 | 39 |
% in Category | 27 | 27 | 26 | 42 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.05B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.41B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.68B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.49B | 12.54 | 7.60 | 13.07 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Vanguard Growth Index Adm | 72.29B | 10.90 | 10.91 | 15.06 | ||
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.86 | 409.34 | -1.02% | |
NVIDIA | US67066G1040 | 6.83 | 905.54 | -1.72% | |
Amazon.com | US0231351067 | 6.23 | 188.76 | +0.03% | |
Apple | US0378331005 | 5.84 | 182.40 | +0.38% | |
Meta Platforms | US30303M1027 | 5.73 | 468.24 | +0.55% |
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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