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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1020 | 1234 | 1131 | 1597 | 2163 |
Fund Return | 6.21% | 2.04% | 23.41% | 4.18% | 9.81% | 8.02% |
Place in category | 203 | 335 | 193 | 245 | 222 | 133 |
% in Category | 47 | 84 | 51 | 65 | 66 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.13B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.69B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.25B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.38B | 12.11 | 10.08 | 13.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 8.74 | 6.40 | 9.41 | ||
JHancock Disciplined Value Mid Cap | 14B | 6.36 | 6.14 | 9.75 | ||
Vanguard Mid-Cap Value Index Admira | 12.24B | 6.61 | 4.51 | 8.54 | ||
Victory Sycamore Established Value6 | 10.03B | 6.43 | 6.33 | 11.17 | ||
MFS Mid Cap Value R6 | 9.27B | 8.41 | 6.55 | 9.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.11 | 428.47 | +0.43% | |
Cencora Inc Common Stock | - | 1.83 | - | - | |
Loews | US5404241086 | 1.83 | 75.34 | +0.12% | |
Hubbell | US4435106079 | 1.65 | 369.01 | +0.64% | |
CMS Energy | US1258961002 | 1.64 | 60.50 | -0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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