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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1020 | 1083 | 1327 | 1710 | - |
Fund Return | 2.29% | 2.01% | 8.35% | 9.88% | 11.33% | - |
Place in category | 118 | 150 | 101 | 46 | 28 | - |
% in Category | 68 | 78 | 68 | 60 | 38 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.88B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.63B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 22.04B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.66B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.37B | 6.23 | 10.45 | 9.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs US Eq Div and Prem In | 1.62B | 3.90 | 16.46 | 10.92 | ||
BlackRock US Opportunities Instl | 1.37B | 7.18 | 9.98 | 7.46 | ||
Shelton Core Value Direct | 964.76M | 4.19 | 14.53 | 9.07 | ||
Goldman Sachs US Eq Div and Premium | 491.76M | 3.93 | 16.38 | 10.79 | ||
BlackRock US Opportunities Inv A | 302.59M | 7.03 | 9.70 | 7.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Visa A | US92826C8394 | 1.74 | 350.94 | -0.10% | |
Mastercard | US57636Q1040 | 1.73 | 559.11 | -0.75% | |
Trane Technologies | IE00BK9ZQ967 | 1.71 | 431.44 | -8.40% | |
Progressive | US7433151039 | 1.64 | 241.71 | +0.09% | |
Microsoft | US5949181045 | 1.60 | 514.04 | +0.29% |
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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