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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1074 | 1127 | 1176 | 1447 | 1346 |
Fund Return | 2.63% | 7.37% | 12.69% | 5.55% | 7.67% | 3.01% |
Place in category | 47 | 54 | 58 | 34 | 39 | 36 |
% in Category | 45 | 51 | 61 | 47 | 44 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 58.61B | 16.65 | 10.03 | 17.34 | ||
JPMorgan Equity Income R6 | 22.13B | 6.36 | 5.58 | 9.66 | ||
JPMorgan Large Cap Growth Select | 21.69B | 16.53 | 9.75 | 17.03 | ||
JPMorgan Equity Income Select | 16.25B | 6.25 | 5.32 | 9.38 | ||
JPMorgan US Equity R6 | 16.38B | 12.11 | 10.08 | 13.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard European Stock Index Adm | 5.18B | 8.86 | 3.78 | 4.65 | ||
Fidelity Europe | 1B | 9.70 | -1.80 | 3.84 | ||
Vanguard European Stock Index I | 870.1M | 8.85 | 3.80 | 4.67 | ||
DFA Continental Small Company I | 816.41M | 8.26 | 0.74 | 6.37 | ||
T. Rowe Price European Stock | 492.11M | 9.56 | 1.56 | 4.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 5.68 | 982.0 | -0.65% | |
Shell | GB00BP6MXD84 | 3.89 | 32.69 | -0.06% | |
UniCredit | IT0005239360 | 2.98 | 34.895 | -3.75% | |
TotalEnergies SE | FR0000120271 | 2.97 | 64.10 | -1.70% | |
Air Liquide | FR0000120073 | 2.68 | 165.90 | -1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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