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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 | 1021 | 1015 | 1090 | 1051 | 1173 | 1486 |
Fund Return | 2.11% | 1.48% | 9.04% | 1.66% | 3.25% | 4.04% |
Place in category | 92 | 340 | 247 | 350 | 330 | 210 |
% in Category | 19 | 77 | 59 | 82 | 84 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.42B | 3.25 | 15.74 | 18.31 | ||
JPMorgan Large Cap Growth Select | 26.88B | 3.21 | 15.45 | 18.00 | ||
JPMorgan Equity Income R6 | 22.77B | 5.00 | 7.11 | 10.26 | ||
JPMorgan US Equity R6 | 18.02B | 2.16 | 11.60 | 14.10 | ||
JPMorgan Equity Income Select | 16.05B | 4.98 | 6.85 | 9.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard Tax-Managed Balanced Adm | 10.59B | 1.79 | 6.28 | 7.74 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.92B | 2.04 | 3.24 | 4.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Nasdaq Equity Premium Inc ETF | - | 5.44 | - | - | |
JPMorgan Equity Premium Income ETF | - | 5.07 | - | - | |
Microsoft | US5949181045 | 0.96 | 409.75 | -1.46% | |
Taiwan Semicon | TW0002330008 | 0.95 | 1,125.00 | +0.90% | |
United States Treasury Notes 4.25% | - | 0.68 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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