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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1074 | 973 | 1074 | 1024 | 1188 | 1564 |
Fund Return | 7.37% | -2.69% | 7.37% | 0.78% | 3.5% | 4.58% |
Place in category | 222 | 408 | 222 | 259 | 281 | 130 |
% in Category | 54 | 90 | 54 | 58 | 73 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.08B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.71B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.81B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 17.93B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 16.09B | 12.51 | 4.97 | 9.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.46B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.36B | 12.17 | 4.21 | 7.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.18B | 7.54 | 0.93 | 4.82 | ||
Vanguard Wellesley Income Inv | 8.5B | 5.92 | 1.01 | 5.19 | ||
BlackRock Multi-Asset Income Instl | 5.9B | 7.39 | 1.79 | 4.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Nasdaq Equity Premium Inc ETF | - | 5.24 | - | - | |
JPMorgan Equity Premium Income ETF | - | 5.10 | - | - | |
Microsoft | US5949181045 | 0.92 | 410.92 | -1.00% | |
Taiwan Semicon | TW0002330008 | 0.83 | 1,070.00 | -5.73% | |
United States Treasury Notes 4.125% | - | 0.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Sell |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Neutral | Neutral | Neutral |
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