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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1004 | 1113 | 1173 | 1439 | 1882 |
Fund Return | 2.85% | 0.39% | 11.28% | 5.46% | 7.55% | 6.53% |
Place in category | 89 | 44 | 18 | 34 | 93 | 44 |
% in Category | 42 | 17 | 9 | 20 | 62 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.89B | 2.85 | 0.16 | 1.96 | ||
JPMorgan Core Bond Select | 22.17B | 2.93 | 0.03 | 1.80 | ||
JPMorgan Core Plus Bond R6 | 13.82B | 2.91 | 0.47 | 2.18 | ||
JPMorgan Short Duration Bond R6 | 7.83B | 1.24 | 3.09 | 2.10 | ||
JPMorgan Strategic Income Opps Sel | 7.54B | 0.59 | 3.98 | 2.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 108.65B | 2.50 | 5.44 | 6.95 | ||
The Vanguard Target Retire 2030 Tr2 | 108.65B | 2.51 | 5.43 | 6.93 | ||
Vanguard Target Retire Trust Plus30 | 108.65B | 2.49 | 5.45 | 6.95 | ||
Vanguard Target Retirement 2030 Inv | 98.26B | 2.48 | 5.37 | 6.86 | ||
American Funds 2030 Trgt Date RetR6 | 34.03B | 3.18 | 5.92 | 7.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 30.89 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 14.96 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.49 | - | - | |
JPMorgan High Yield R6 | - | 3.65 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.38 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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