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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1102 | 977 | 1102 | 1064 | 1330 | 1856 |
Fund Return | 10.2% | -2.26% | 10.2% | 2.09% | 5.87% | 6.38% |
Place in category | 53 | 131 | 53 | 56 | 90 | 62 |
% in Category | 30 | 65 | 30 | 32 | 60 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.95B | 2.25 | -1.68 | 1.79 | ||
JPMorgan Core Bond Select | 21.6B | 1.98 | -1.85 | 1.61 | ||
JPMorgan Core Plus Bond R6 | 13.43B | 3.00 | -1.50 | 2.04 | ||
JPMorgan Strategic Income Opps Sel | 7.4B | 5.35 | 3.69 | 2.79 | ||
JPMorgan Short Duration Bond R6 | 7.32B | 5.22 | 2.25 | 2.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 107.46B | 10.65 | 2.49 | 7.01 | ||
The Vanguard Target Retire 2030 Tr2 | 107.46B | 10.63 | 2.48 | 6.99 | ||
Vanguard Target Retire Trust Plus30 | 107.46B | 10.67 | 2.50 | 7.02 | ||
Vanguard Target Retirement 2030 Inv | 99.21B | 10.64 | 2.44 | 6.92 | ||
American Funds 2030 Trgt Date RetR6 | 34.58B | 10.86 | 2.77 | 7.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 25.80 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 13.79 | - | - | |
JPMorgan US Equity R6 | - | 13.79 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.62 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 8.15 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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