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YTD the S&P 500 (SPY) is down 7.54%, while the Barclays Aggregate is -8.46%, per Morningstar data.Given Ukraine, inflation, sharply higher crude oil prices, worries about...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1019 | 1191 | 1021 | 1180 | 1457 |
Fund Return | 7.35% | 1.88% | 19.13% | 0.7% | 3.36% | 3.84% |
Place in category | 230 | 86 | 139 | 311 | 337 | 212 |
% in Category | 51 | 17 | 31 | 68 | 87 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 67.01B | 26.92 | 9.12 | 17.38 | ||
JPMorgan Large Cap Growth Select | 25.59B | 26.65 | 8.85 | 17.07 | ||
JPMorgan Equity Income R6 | 23.93B | 15.20 | 6.90 | 9.96 | ||
JPMorgan US Equity R6 | 18.29B | 22.19 | 9.31 | 13.64 | ||
JPMorgan Equity Income Select | 17.2B | 14.96 | 6.64 | 9.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.85B | 6.74 | 1.69 | 5.46 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.3B | 7.28 | 1.03 | 4.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.1B | 10.11 | 4.20 | 7.44 | ||
Vanguard Wellesley Income Inv | 8.75B | 6.68 | 1.61 | 5.39 | ||
BlackRock Multi-Asset Income Instl | 6.05B | 7.59 | 2.14 | 4.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | - | 5.40 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 4.51 | - | - | |
Microsoft | US5949181045 | 1.10 | 423.46 | +0.11% | |
Taiwan Semicon | TW0002330008 | 0.88 | 996.00 | -0.90% | |
Meta Platforms | US30303M1027 | 0.61 | 574.32 | +0.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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