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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1156 | 1040 | 1232 | 1232 | 1587 | 2089 |
Fund Return | 15.58% | 4.01% | 23.21% | 7.21% | 9.68% | 7.64% |
Place in category | 32 | 18 | 54 | 20 | 19 | 10 |
% in Category | 21 | 6 | 37 | 13 | 12 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.86B | 16.27 | 8.02 | 8.45 | ||
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 | ||
JPMorgan SmartRetirement Blend Inc6 | 715.14M | 8.14 | 1.66 | 4.50 | ||
JPMorgan SmartRetirement Income R6 | 376.49M | 8.25 | 1.70 | - |
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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.23 | 417.00 | +1.00% | |
Apple | US0378331005 | 7.13 | 229.87 | +0.59% | |
NVIDIA | US67066G1040 | 6.55 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.97 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 2.89 | 559.14 | -0.70% |
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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