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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1015 | 1062 | 1082 | 1401 | 1528 |
Fund Return | 1.51% | 1.51% | 6.2% | 2.67% | 6.98% | 4.33% |
Place in category | 123 | 123 | 112 | 267 | 157 | 149 |
% in Category | 24 | 24 | 21 | 65 | 37 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 60.59B | -7.73 | 11.64 | 16.41 | ||
JPMorgan Large Cap Growth Select | 24.24B | -7.78 | 11.37 | 16.11 | ||
JPMorgan Equity Income R6 | 20.53B | 2.82 | 6.13 | 9.67 | ||
JPMorgan US Equity R6 | 16.06B | -5.60 | 8.32 | 12.68 | ||
JPMorgan Equity Income Select | 14.36B | 2.76 | 5.86 | 9.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 2.88 | 3.29 | 5.43 | ||
Vanguard Tax-Managed Balanced Adm | 10.54B | -2.23 | 5.32 | 7.10 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 0.79 | 3.19 | 4.69 | ||
Vanguard Wellesley Income Inv | 8.56B | 2.87 | 3.22 | 5.36 | ||
American Funds Income Portfolio A | 5.6B | 2.58 | 4.88 | 5.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Nasdaq Equity Premium Inc ETF | - | 5.36 | - | - | |
JPMorgan Equity Premium Income ETF | - | 5.19 | - | - | |
United States Treasury Notes 4.25% | - | 0.91 | - | - | |
Taiwan Semicon | TW0002330008 | 0.88 | 889.00 | +3.01% | |
Microsoft | US5949181045 | 0.76 | 388.45 | +1.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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