
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1175 | 1050 | 1207 | 1340 | 1588 | 1856 |
Fund Return | 17.48% | 5.04% | 20.66% | 10.24% | 9.69% | 6.38% |
Place in category | 67 | 63 | 65 | 6 | 27 | 13 |
% in Category | 39 | 36 | 41 | 4 | 22 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.39B | 1.18 | 9.42 | 8.65 | ||
Gateway Y | 5.81B | 1.71 | 6.66 | 6.15 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.07B | 1.20 | 9.70 | 8.92 | ||
JPMorgan Hedged Equity A | 1.51B | 1.15 | 9.14 | 8.38 | ||
Gateway A | 689.67M | 1.71 | 6.41 | 5.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 48.62 | 615.85 | +0.22% | |
Vanguard S&P 500 | US9229083632 | 47.82 | 563.67 | +0.24% | |
SPDR S&P 500 | US78462F1030 | 2.29 | 612.93 | +0.24% | |
Spx 10/31/24 P5500 10/24 5500.0 Put | - | 0.36 | - | - |
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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