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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1016 | 1089 | 1223 | 1508 | - |
Fund Return | 3.39% | 1.65% | 8.89% | 6.93% | 8.57% | - |
Place in category | 69 | 93 | 59 | 10 | 25 | - |
% in Category | 62 | 76 | 64 | 20 | 32 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.7B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.32B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.38B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.58B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 15.89B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock US Opportunities Instl | 1.47B | 3.95 | 6.02 | 8.15 | ||
Goldman Sachs US Eq Div and Prem In | 1.41B | 4.31 | 6.50 | 9.99 | ||
Shelton Core Value Direct | 679.67M | 4.15 | 6.67 | 8.51 | ||
Goldman Sachs US Eq Div and Premium | 471.37M | 4.29 | 6.41 | 9.85 | ||
BlackRock US Opportunities Inv A | 302.15M | 3.86 | 5.74 | 7.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com Inc | - | 1.71 | - | - | |
Progressive Corp | - | 1.70 | - | - | |
Trane Technologies | IE00BK9ZQ967 | 1.67 | 331.89 | -0.31% | |
Microsoft Corp | - | 1.64 | - | - | |
Meta Platforms Inc Class A | - | 1.59 | - | - |
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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