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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1028 | 1176 | 1300 | 1627 | 2237 |
Fund Return | 1.15% | 2.8% | 17.62% | 9.14% | 10.23% | 8.38% |
Place in category | 141 | 108 | 51 | 20 | 11 | 8 |
% in Category | 77 | 62 | 31 | 17 | 8 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.26B | 1.18 | 9.42 | 8.65 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.06B | 1.20 | 9.70 | 8.92 | ||
JPMorgan SmartRetirement Blend Inc6 | 694.83M | 1.77 | 3.15 | 4.67 | ||
JPMorgan Hedged Equity Fund Class C | 595.52M | 1.13 | 8.61 | 7.85 | ||
JPMorgan SmartRetirement Income R6 | 377.59M | 1.69 | 3.04 | 4.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.26B | 1.18 | 9.42 | 8.65 | ||
Gateway Y | 5.71B | 1.71 | 6.66 | 6.15 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.06B | 1.20 | 9.70 | 8.92 | ||
Gateway A | 681.52M | 1.71 | 6.41 | 5.89 | ||
JPMorgan Hedged Equity Fund Class C | 595.52M | 1.13 | 8.61 | 7.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.25 | 245.55 | -0.11% | |
NVIDIA | US67066G1040 | 7.07 | 134.43 | -4.05% | |
Microsoft | US5949181045 | 7.03 | 408.21 | -1.90% | |
Amazon.com | US0231351067 | 4.59 | 216.58 | -2.83% | |
Meta Platforms | US30303M1027 | 2.97 | 683.55 | -1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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