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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1013 | 1131 | 1238 | 1581 | - |
Fund Return | 5.55% | 1.31% | 13.09% | 7.38% | 9.59% | - |
Place in category | 77 | 94 | 62 | 13 | 28 | - |
% in Category | 68 | 77 | 61 | 21 | 35 | - |
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% | |
---|---|---|---|---|---|---|
BlackRock US Opportunities Instl | 1.42B | 7.01 | 6.24 | 8.21 | ||
Goldman Sachs US Eq Div and Prem In | 1.44B | 9.03 | 7.81 | 10.26 | ||
Shelton Core Value Direct | 700.3M | 7.13 | 6.64 | 8.64 | ||
Goldman Sachs US Eq Div and Premium | 483.42M | 9.01 | 7.73 | 10.13 | ||
BlackRock US Opportunities Inv A | 299.7M | 6.88 | 5.96 | 7.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trane Technologies | IE00BK9ZQ967 | 1.79 | 325.12 | +0.01% | |
Progressive | US7433151039 | 1.68 | 208.49 | -0.85% | |
Amazon.com | US0231351067 | 1.62 | 187.23 | +0.09% | |
Microsoft | US5949181045 | 1.58 | 432.68 | +1.12% | |
Intuit | US4612021034 | 1.55 | 566.70 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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