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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1021 | 1103 | 1099 | 1241 | 1655 |
Fund Return | 1.78% | 2.08% | 10.32% | 3.18% | 4.42% | 5.17% |
Place in category | 92 | 30 | 28 | 33 | 86 | 43 |
% in Category | 65 | 26 | 20 | 32 | 81 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.25B | 0.64 | -0.88 | 1.66 | ||
JPMorgan Core Bond Select | 21.81B | 0.63 | -1.08 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 13.78B | 0.68 | -0.63 | 1.91 | ||
JPMorgan Strategic Income Opps Sel | 7.52B | 0.43 | 3.84 | 2.84 | ||
JPMorgan Short Duration Bond R6 | 7.52B | 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 | 10.2B | 2.38 | 3.99 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.14 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.42 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.04 | - | - | |
JPMorgan High Yield R6 | - | 5.30 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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