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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1012 | 1206 | 1054 | 1308 | - |
Fund Return | 8.83% | 1.21% | 20.63% | 1.76% | 5.51% | - |
Place in category | 45 | 82 | 81 | 56 | 102 | - |
% in Category | 27 | 45 | 46 | 32 | 69 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.82B | 2.75 | -1.55 | 1.91 | ||
JPMorgan Core Bond Select | 21.77B | 2.51 | -1.72 | 1.74 | ||
JPMorgan Core Plus Bond R6 | 13.5B | 3.43 | -1.34 | 2.11 | ||
JPMorgan Strategic Income Opps Sel | 7.37B | 4.31 | 3.31 | 2.66 | ||
JPMorgan Short Duration Bond R6 | 7B | 4.49 | 1.95 | 1.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 78.75B | 8.98 | 2.02 | 6.35 | ||
The Vanguard Target Retire 2025 Tr1 | 73.65B | 9.02 | 2.09 | 6.45 | ||
The Vanguard Target Retire 2025 Tr2 | 73.65B | 8.99 | 2.07 | 6.43 | ||
Vanguard Target Retire Trust Plus25 | 73.65B | 9.03 | 2.10 | 6.46 | ||
American Funds 2025 Trgt Date RetR6 | 22.97B | 9.35 | 2.70 | 6.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 30.18 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.50 | - | - | |
JPMorgan US Equity R6 | - | 10.50 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.06 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 6.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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