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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1016 | 1098 | 1092 | 1235 | 1631 |
Fund Return | 1.66% | 1.57% | 9.83% | 2.99% | 4.31% | 5.01% |
Place in category | 121 | 101 | 47 | 43 | 90 | 51 |
% in Category | 85 | 79 | 40 | 42 | 83 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.05B | 0.64 | -0.88 | 1.66 | ||
JPMorgan Core Bond Select | 21.87B | 0.63 | -1.08 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 13.65B | 0.68 | -0.63 | 1.91 | ||
JPMorgan Strategic Income Opps Sel | 7.49B | 0.43 | 3.84 | 2.84 | ||
JPMorgan Short Duration Bond R6 | 7.46B | 0.45 | 2.63 | 2.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2020 Inv | 35.97B | 1.51 | 2.90 | 5.77 | ||
The Vanguard Target Retire 2020 Tr1 | 29.6B | 1.51 | 2.93 | 5.84 | ||
The Vanguard Target Retire 2020 Tr2 | 29.6B | 1.49 | 2.92 | 5.82 | ||
Vanguard Target Retire Trust Plus20 | 29.6B | 1.49 | 2.94 | 5.85 | ||
American Funds 2020 Trgt Date RetR6 | 10.19B | 2.38 | 3.99 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.28 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.42 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.18 | - | - | |
JPMorgan US Equity R6 | - | 9.17 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.75 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Strong Buy | Neutral | Neutral |
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