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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1039 | 1156 | 1127 | 1469 | - |
Fund Return | 3.51% | 3.94% | 15.55% | 4.07% | 7.99% | - |
Place in category | 144 | 209 | 148 | 219 | 198 | - |
% in Category | 33 | 49 | 41 | 60 | 59 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.17B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.58B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.58B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.71B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.09B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Low-Priced Stock | 24.19B | 4.70 | 5.98 | 9.15 | ||
JHancock Disciplined Value Mid Cap | 14.31B | 3.22 | 5.93 | 9.67 | ||
Vanguard Mid-Cap Value Index Admira | 12.54B | 3.31 | 4.18 | 8.39 | ||
Victory Sycamore Established Value6 | 10.31B | 3.71 | 6.17 | 11.09 | ||
MFS Mid Cap Value R6 | 9.51B | 4.19 | 5.72 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial Inc | - | 2.12 | - | - | |
Cencora Inc Common Stock | - | 1.85 | - | - | |
Loews Corp | - | 1.79 | - | - | |
Hubbell Inc | - | 1.74 | - | - | |
Lincoln Electric Holdings Inc | - | 1.68 | - | - |
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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