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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1052 | 1088 | 996 | 1336 | 1692 |
Fund Return | 2.76% | 5.2% | 8.81% | -0.12% | 5.96% | 5.4% |
Place in category | 302 | 121 | 268 | 487 | 236 | 40 |
% in Category | 37 | 12 | 38 | 74 | 37 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.98B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.75B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.38B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.81B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.21B | 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 % | |
---|---|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.62 | - | - | |
Shell | GB00BP6MXD84 | 4.08 | 32.90 | -0.66% | |
Samsung Electronics Co | KR7005930003 | 3.86 | 77,400 | -1.02% | |
Tencent Holdings Ltd | - | 3.82 | - | - | |
ASML Holding | NL0010273215 | 3.68 | 853.00 | -0.71% |
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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