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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1020 | 1151 | 1158 | 1377 | 1724 |
Fund Return | 15.08% | 2.01% | 15.08% | 5.01% | 6.61% | 5.6% |
Place in category | 69 | 29 | 69 | 53 | 60 | 19 |
% in Category | 40 | 21 | 40 | 38 | 53 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gateway Y | 5.75B | 15.37 | 5.27 | 5.85 | ||
Natixis ASG Managed Futures StrateY | 1.58B | -3.22 | 5.59 | 2.71 | ||
Loomis Sayles Sr Floating Rate andY | 830.42M | 8.58 | 5.13 | 4.24 | ||
Loomis Sayles Sr Floating Rate andA | 830.42M | 8.31 | 4.87 | 3.98 | ||
Loomis Sayles Sr Floating Rate andC | 830.42M | 7.50 | 4.12 | 3.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.18B | 18.23 | 8.06 | 8.38 | ||
Gateway Y | 5.75B | 15.37 | 5.27 | 5.85 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.19B | 18.55 | 8.33 | 8.64 | ||
JPMorgan Hedged Equity A | 1.5B | 17.93 | 7.79 | 8.11 | ||
JPMorgan Hedged Equity Fund Class C | 591.58M | 17.37 | 7.25 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.98 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 6.75 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 6.60 | 415.06 | +0.02% | |
Amazon.com | US0231351067 | 4.02 | 237.68 | +1.30% | |
Alphabet C | US02079K1079 | 2.85 | 205.60 | +1.47% |
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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