— Know what they know.
Not Investment Advice

SEEGX

JPMorgan Large Cap Growth Fund I Class
1W: -0.5% 1M: +4.0% 3M: +1.4% YTD: +5.7% 1Y: +3.5% 3Y: +82.6% 5Y: +40.0%
$87.32
+0.82 (+0.95%)
 
Weekly Expected Move ±1.6%
$84 $85 $86 $88 $89
ETF NASDAQ · AUM $131.6B

Similar ETFs

20 peers by holdings overlap (85 holdings)
VHIAX
JPMorgan Growth Advantage Fund A Shs
59.7%
Shared44 holdings
Total80
AUM$23.7B
Price$40.50
FFA
First Trust Enhanced Equity Income Fund
55.8%
Shared46 holdings
Total62
AUM$444M
Price$22.21
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
55.7%
Shared45 holdings
Total91
AUM$1.6B
Price$71.29
PREFX
T. Rowe Price Tax-Efficient Equity Fund
55.3%
Shared52 holdings
Total336
AUM$1.6B
Price$96.79
TIRTX
Nuveen Large Cap Growth A
54.8%
Shared26 holdings
Total45
AUM$6.3B
Price$30.62
POGAX
Putnam Large Cap Growth Fund;A
54.2%
Shared23 holdings
Total45
AUM$15.3B
Price$80.87
MLAAX
NYLI Winslow Large Cap Growth Fund;A
53.8%
Shared30 holdings
Total47
AUM$13.4B
Price$9.41
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
52.8%
Shared65 holdings
Total500
AUM$2.1B
Price$21.44
FSPGX
Fidelity Large Cap Growth Idx
52.7%
Shared57 holdings
Total386
AUM$49.5B
Price$49.87
SWLGX
Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund
52.6%
Shared57 holdings
Total385
AUM$5.3B
Price$18.90
JAMRX
Janus Henderson Research Fund
52.5%
Shared37 holdings
Total81
AUM$31.4B
Price$97.77
CVTRX
Calamos Growth & Income Fund Class A
51.5%
Shared39 holdings
Total89
AUM$3.5B
Price$59.90
HACAX
Harbor Capital Appreciation Fund Institutional Class
51.4%
Shared30 holdings
Total45
AUM$26.6B
Price$129.68
JABAX
Janus Henderson Balanced Fund - T Shares
51.3%
Shared31 holdings
Total66
AUM$28.0B
Price$49.57
CAHEX
Calamos Hedged Equity Income Fund Class A
51.3%
Shared57 holdings
Total261
AUM$878M
Price$20.66
TRBCX
T. Rowe Price Blue Chip Growth Fund
51.0%
Shared29 holdings
Total58
AUM$110.7B
Price$220.85
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
51.0%
Shared29 holdings
Total58
AUM$6.7B
Price$74.83
TWCIX
American Century Select Fund Investor Class
51.0%
Shared21 holdings
Total54
AUM$6.8B
Price$139.13
SPFFX
Sphere 500 Climate Fund
50.7%
Shared61 holdings
Total366
AUM$45M
Price$34.59
PRCOX
T. Rowe Price U.S. Equity Research Fund
50.7%
Shared63 holdings
Total302
AUM$1.9B
Price$76.56

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
SEEGX $131.6B 82 46.7% 9.3 3.0 3.3 36.8% 35.0% 1.00% +21.0% +47.7% 55.8 6.0
VHIAX $23.7B 80 50.6% 10.2 3.3 3.5 37.7% 34.8% 0.59% +22.6% +43.4% 61.6 6.2
FFA $444M 62 139.3% 12.4 3.6 3.6 33.5% 29.4% 1.79% +24.5% +41.2% 53.7 6.3
JPGSX $1.6B 91 58.4% 12.1 3.8 4.0 36.9% 33.2% 0.77% +23.6% +46.0% 60.9 6.3
PREFX $1.6B 336 55.4% 13.7 4.4 4.5 38.1% 32.5% 0.62% +25.8% +45.4% 60.5 6.3
TIRTX $6.3B 45 63.1% 15.3 4.9 4.9 38.1% 32.2% 0.60% +25.1% +39.1% 61.9 6.3
POGAX $15.3B 45 63.6% 16.8 5.3 5.4 37.7% 32.2% 0.66% +29.5% +49.6% 58.2 6.2
MLAAX $13.4B 47 52.4% 16.7 5.5 5.5 38.9% 32.9% 0.67% +26.5% +58.1% 65.4 6.3
SDLAX $2.1B 500 48.8% 15.2 4.1 4.0 30.9% 26.2% 1.37% +20.9% +36.5% 57.5 6.3
FSPGX $49.5B 386 60.7% 15.5 4.9 4.9 37.6% 31.7% 0.68% +25.7% +46.4% 59.2 6.3
SWLGX $5.3B 385 59.9% 15.5 4.9 4.9 37.6% 31.7% 0.68% +25.7% +46.3% 59.2 6.3

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms