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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1027 | 1171 | 1281 | 1587 | 2128 |
Fund Return | 1.13% | 2.7% | 17.06% | 8.61% | 9.68% | 7.85% |
Place in category | 135 | 107 | 51 | 27 | 19 | 10 |
% in Category | 76 | 64 | 34 | 21 | 14 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.21B | 1.18 | 9.42 | 8.65 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.05B | 1.20 | 9.70 | 8.92 | ||
JPMorgan Hedged Equity A | 1.5B | 1.15 | 9.14 | 8.38 | ||
JPMorgan SmartRetirement Blend Inc6 | 693.5M | 1.77 | 3.15 | 4.67 | ||
JPMorgan SmartRetirement Income R6 | 376.75M | 1.69 | 3.04 | 4.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.21B | 1.18 | 9.42 | 8.65 | ||
Gateway Y | 5.74B | 1.71 | 6.66 | 6.15 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.05B | 1.20 | 9.70 | 8.92 | ||
JPMorgan Hedged Equity A | 1.5B | 1.15 | 9.14 | 8.38 | ||
Gateway A | 681.64M | 1.71 | 6.41 | 5.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.25 | 232.96 | +2.33% | |
NVIDIA | US67066G1040 | 7.07 | 132.87 | -0.53% | |
Microsoft | US5949181045 | 7.03 | 411.55 | -0.16% | |
Amazon.com | US0231351067 | 4.59 | 232.22 | -0.39% | |
Meta Platforms | US30303M1027 | 2.97 | 721.23 | +0.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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