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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1041 | 1087 | 1047 | 1360 | 1579 |
Fund Return | 2.96% | 4.12% | 8.66% | 1.56% | 6.34% | 4.67% |
Place in category | 277 | 200 | 286 | 275 | 166 | 93 |
% in Category | 32 | 22 | 42 | 47 | 25 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 57.91B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.28B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.49B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.42B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.25B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard Total Intl Stock Index Adm | 73.1B | 1.95 | 0.19 | 4.07 | ||
Fidelity International Index Inst | 48.57B | 2.55 | 2.86 | 4.45 | ||
Fidelity Series Global ex US Index | 44.6B | 2.31 | 0.29 | 3.89 | ||
Vanguard Total Intl Stock Index I | 39.57B | 1.98 | 0.22 | 4.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 3.36 | 894.70 | +1.37% | |
Shell | GB00BP6MXD84 | 2.94 | 32.78 | -0.21% | |
Novo Nordisk B | DK0062498333 | 2.90 | 917.9 | -0.20% | |
Nestle | CH0038863350 | 2.65 | 91.84 | -0.56% | |
Louis Vuitton | FR0000121014 | 2.46 | 748.30 | -1.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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