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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1026 | 1147 | 1167 | 1470 | 2078 |
Fund Return | 2.58% | 2.61% | 14.66% | 5.28% | 8.01% | 7.59% |
Place in category | 88 | 132 | 47 | 42 | 47 | 50 |
% in Category | 39 | 70 | 22 | 21 | 30 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.14B | 2.25 | -1.68 | 1.79 | ||
JPMorgan Core Bond Select | 21.9B | 1.98 | -1.85 | 1.61 | ||
JPMorgan Core Plus Bond R6 | 13.77B | 3.00 | -1.50 | 2.04 | ||
JPMorgan Strategic Income Opps Sel | 7.51B | 5.35 | 3.69 | 2.79 | ||
JPMorgan Short Duration Bond R6 | 7.47B | 5.22 | 2.25 | 2.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2035 Tr1 | 114.35B | 11.74 | 3.02 | 7.60 | ||
The Vanguard Target Retire 2035 Tr2 | 114.35B | 11.73 | 3.01 | 7.59 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 11.76 | 3.03 | 7.61 | ||
Vanguard Target Retirement 2035 Inv | 102.33B | 11.78 | 2.97 | 7.51 | ||
American Funds 2035 Trgt Date RetR6 | 36.02B | 12.73 | 3.35 | 8.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 19.07 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 10.11 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 8.97 | - | - | |
JPMorgan US Equity R6 | - | 8.97 | - | - | |
JPMorgan Value Advantage R6 | - | 8.63 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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