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Mutual Funds typically invest in stocks and fixed-income securities. However, there are funds that, along with investing in such securities, may also invest in derivatives...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1026 | 1158 | 1143 | 1402 | 1879 |
Fund Return | 10.48% | 2.63% | 15.79% | 4.57% | 6.99% | 6.51% |
Place in category | 93 | 79 | 108 | 61 | 58 | 12 |
% in Category | 54 | 33 | 62 | 41 | 52 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.86B | 16.27 | 8.02 | 8.45 | ||
Gateway Y | 5.74B | 12.95 | 4.90 | 5.71 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.4B | 16.56 | 8.29 | 8.72 | ||
JPMorgan Hedged Equity A | 1.48B | 16.04 | 7.75 | 8.18 | ||
Gateway A | 694.5M | 12.73 | 4.65 | 5.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S+p 500 Index Dec24 4000 Call | - | 77.94 | - | - | |
S+p 500 Index Dec24 1000 Call | - | 15.58 | - | - | |
S+p 500 Index Dec24 3000 Call | - | 10.02 | - | - | |
United States Treasury Bills 0% | - | 7.74 | - | - | |
United States Treasury Bills 0% | - | 6.66 | - | - |
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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