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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1174 | 1012 | 1174 | 1234 | 1573 | 2074 |
Fund Return | 17.37% | 1.23% | 17.37% | 7.25% | 9.48% | 7.57% |
Place in category | 44 | 85 | 44 | 19 | 17 | 10 |
% in Category | 27 | 49 | 27 | 14 | 12 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.79B | 18.23 | 8.06 | 8.38 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.16B | 18.55 | 8.33 | 8.64 | ||
JPMorgan Hedged Equity A | 1.48B | 17.93 | 7.79 | 8.11 | ||
JPMorgan SmartRetirement Blend Inc6 | 685.16M | 8.45 | 1.52 | 4.53 | ||
JPMorgan SmartRetirement Income R6 | 368.91M | 8.18 | 1.44 | 4.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.79B | 18.23 | 8.06 | 8.38 | ||
Gateway Y | 5.61B | 15.37 | 5.27 | 5.85 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.16B | 18.55 | 8.33 | 8.64 | ||
JPMorgan Hedged Equity A | 1.48B | 17.93 | 7.79 | 8.11 | ||
Gateway A | 674.8M | 15.08 | 5.01 | 5.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.18 | 135.91 | -3.00% | |
Microsoft | US5949181045 | 6.97 | 418.95 | -1.32% | |
Apple | US0378331005 | 6.94 | 236.85 | -2.41% | |
Amazon.com | US0231351067 | 4.34 | 218.94 | -1.44% | |
Meta Platforms | US30303M1027 | 2.87 | 615.86 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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