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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1004 | 1097 | 1135 | 1348 | 1719 |
Fund Return | 2.76% | 0.36% | 9.74% | 4.31% | 6.15% | 5.56% |
Place in category | 88 | 90 | 74 | 54 | 102 | 53 |
% in Category | 48 | 49 | 48 | 41 | 74 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.89B | 2.85 | 0.16 | 1.96 | ||
JPMorgan Core Bond Select | 22.17B | 2.93 | 0.03 | 1.80 | ||
JPMorgan Core Plus Bond R6 | 13.82B | 2.91 | 0.47 | 2.18 | ||
JPMorgan Short Duration Bond R6 | 7.83B | 1.24 | 3.09 | 2.10 | ||
JPMorgan Strategic Income Opps Sel | 7.54B | 0.59 | 3.98 | 2.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 75.09B | 2.46 | 4.69 | 6.28 | ||
The Vanguard Target Retire 2025 Tr1 | 73.39B | 2.46 | 4.73 | 6.37 | ||
The Vanguard Target Retire 2025 Tr2 | 73.39B | 2.45 | 4.72 | 6.36 | ||
Vanguard Target Retire Trust Plus25 | 73.39B | 2.46 | 4.75 | 6.38 | ||
American Funds 2025 Trgt Date RetR6 | 22B | 3.42 | 5.07 | 6.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.20 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.53 | - | - | |
JPMorgan US Equity R6 | - | 10.38 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.07 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 6.62 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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