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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1000 | 964 | 1064 | 1249 | 1662 | - |
Fund Return | -0.02% | -3.63% | 6.44% | 7.69% | 10.7% | - |
Place in category | 97 | 147 | 91 | 40 | 32 | - |
% in Category | 49 | 75 | 68 | 54 | 45 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 72.68B | 0.30 | 19.54 | 17.00 | ||
JPMorgan Large Cap Growth Select | 29.89B | 0.19 | 19.24 | 16.70 | ||
JPMorgan Equity Income R6 | 22.36B | 2.30 | 6.83 | 9.54 | ||
JPMorgan US Equity R6 | 18.41B | -0.51 | 13.83 | 13.03 | ||
JPMorgan Equity Income Select | 15.7B | 2.24 | 6.58 | 9.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs US Eq Div and Prem In | 1.59B | 0.10 | 12.06 | 10.38 | ||
BlackRock US Opportunities Instl | 1.36B | 3.32 | 5.54 | 6.93 | ||
Shelton Core Value Direct | 955.28M | 0.49 | 10.73 | 8.46 | ||
Goldman Sachs US Eq Div and Premium | 487.93M | 0.14 | 11.99 | 10.26 | ||
BlackRock US Opportunities Inv A | 299.81M | 3.23 | 5.27 | 6.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jpmorgan Prime Var 12/49 | - | 2.23 | - | - | |
Mastercard | US57636Q1040 | 1.69 | 569.24 | +1.37% | |
Visa A | US92826C8394 | 1.69 | 358.86 | +1.31% | |
Progressive | US7433151039 | 1.66 | 261.66 | +1.50% | |
Trane Technologies | IE00BK9ZQ967 | 1.64 | 437.39 | +1.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Neutral |
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