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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1179 | 1014 | 1179 | 1252 | 1612 | 2180 |
Fund Return | 17.93% | 1.38% | 17.93% | 7.79% | 10.02% | 8.11% |
Place in category | 36 | 74 | 36 | 15 | 11 | 8 |
% in Category | 24 | 42 | 24 | 10 | 9 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.27B | 18.23 | 8.06 | 8.38 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.19B | 18.55 | 8.33 | 8.64 | ||
JPMorgan SmartRetirement Blend Inc6 | 696.33M | 8.45 | 1.52 | 4.53 | ||
JPMorgan Hedged Equity Fund Class C | 591.38M | 17.37 | 7.25 | 7.57 | ||
JPMorgan SmartRetirement Income R6 | 377.65M | 8.18 | 1.44 | 4.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.27B | 18.23 | 8.06 | 8.38 | ||
Gateway Y | 5.79B | 15.37 | 5.27 | 5.85 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.19B | 18.55 | 8.33 | 8.64 | ||
Gateway A | 690.43M | 15.08 | 5.01 | 5.60 | ||
JPMorgan Hedged Equity Fund Class C | 591.38M | 17.37 | 7.25 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.18 | 147.22 | +0.10% | |
Microsoft | US5949181045 | 6.97 | 446.71 | +0.11% | |
Apple | US0378331005 | 6.94 | 223.66 | -0.08% | |
Amazon.com | US0231351067 | 4.34 | 235.42 | +0.17% | |
Meta Platforms | US30303M1027 | 2.87 | 636.45 | +2.08% |
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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