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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1055 | 1117 | 1245 | 1341 | 1279 |
Fund Return | 1.37% | 5.46% | 11.7% | 7.58% | 6.05% | 2.49% |
Place in category | 108 | 165 | 156 | 54 | 134 | 146 |
% in Category | 27 | 50 | 50 | 16 | 43 | 77 |
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 Equity Income Select | 16.29B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.48B | 12.11 | 10.08 | 13.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 41.07B | 7.34 | 4.39 | 4.03 | ||
Fidelity Series International VVV | 15.07B | 11.14 | 8.12 | 5.14 | ||
Vanguard International Value Inv | 13.78B | 5.33 | 1.20 | 4.01 | ||
DFA International Value I | 9.3B | 10.56 | 7.68 | 4.80 | ||
Causeway International Value Instl | 8.81B | 7.00 | 7.00 | 4.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 2.84 | 94.66 | +0.62% | |
Shell | GB00BP6MXD84 | 2.75 | 32.60 | -0.26% | |
TotalEnergies SE | FR0000120271 | 2.05 | 63.94 | -0.25% | |
BHP Group Ltd | AU000000BHP4 | 1.63 | 43.190 | -0.71% | |
HSBC | GB0005405286 | 1.62 | 681.80 | +0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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