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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1038 | 1207 | 983 | 1715 | 3040 |
Fund Return | 3.92% | 3.75% | 20.68% | -0.59% | 11.4% | 11.76% |
Place in category | 186 | 199 | 135 | 171 | 47 | 42 |
% in Category | 32 | 37 | 27 | 41 | 12 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.89B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.69B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.4B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.77B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.21B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Mid-Cap Growth I | 12.82B | 2.15 | 0.66 | - | ||
T. Rowe Price Mid-Cap Growth | 12.61B | 2.11 | 0.53 | 10.72 | ||
Principal MidCap Institutional | 12.19B | 3.94 | 4.54 | 12.12 | ||
Vanguard Mid-Cap Growth Index Admir | 11.29B | 2.05 | 0.43 | 10.29 | ||
T. Rowe Price New Horizons I | 11.33B | -3.06 | -8.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings Inc Class A | - | 2.54 | - | - | |
Ross Stores Inc | - | 2.25 | - | - | |
Trane Technologies | IE00BK9ZQ967 | 2.10 | 328.65 | +1.21% | |
Copart Inc | - | 2.08 | - | - | |
DoorDash Inc Ordinary Shares - Class A | - | 1.94 | - | - |
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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