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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1022 | 1111 | 1107 | 1293 | 1782 |
Fund Return | 1.91% | 2.23% | 11.08% | 3.43% | 5.27% | 5.95% |
Place in category | 116 | 45 | 38 | 54 | 94 | 44 |
% in Category | 66 | 35 | 30 | 40 | 67 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.05B | 0.64 | -0.88 | 1.66 | ||
JPMorgan Core Bond Select | 21.87B | 0.63 | -1.08 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 13.65B | 0.68 | -0.63 | 1.91 | ||
JPMorgan Strategic Income Opps Sel | 7.49B | 0.43 | 3.84 | 2.84 | ||
JPMorgan Short Duration Bond R6 | 7.46B | 0.45 | 2.63 | 2.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 75.33B | 1.87 | 3.77 | 6.59 | ||
The Vanguard Target Retire 2025 Tr1 | 72.89B | 1.86 | 3.83 | 6.68 | ||
The Vanguard Target Retire 2025 Tr2 | 72.89B | 9.46 | 1.97 | 6.40 | ||
Vanguard Target Retire Trust Plus25 | 72.89B | 1.86 | 3.84 | 6.69 | ||
American Funds 2025 Trgt Date RetR6 | 22.87B | 2.37 | 4.15 | 6.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 23.94 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 11.37 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.08 | - | - | |
JPMorgan High Yield R6 | - | 4.84 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 4.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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