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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 981 | 1070 | 1028 | 1210 | 1502 |
Fund Return | 7% | -1.9% | 7% | 0.93% | 3.88% | 4.15% |
Place in category | 264 | 238 | 264 | 225 | 229 | 182 |
% in Category | 63 | 53 | 63 | 50 | 60 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.52B | 34.17 | 10.63 | 17.87 | ||
JPMorgan Large Cap Growth Select | 26.12B | 33.84 | 10.36 | 17.56 | ||
JPMorgan Equity Income R6 | 22.42B | 12.80 | 5.24 | 9.37 | ||
JPMorgan US Equity R6 | 17.86B | 24.21 | 8.72 | 13.53 | ||
JPMorgan Equity Income Select | 15.86B | 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 | 5.84B | 7.39 | 1.79 | 4.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 33.64 | - | - | |
JPMorgan Core Plus Bond R6 | - | 14.93 | - | - | |
JPMorgan Income R6 | - | 6.57 | - | - | |
JPMorgan Limited Duration Bond ETF | - | 5.76 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 4.06 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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