
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1026 | 1129 | 1136 | 1366 | 1935 |
Fund Return | 2.2% | 2.6% | 12.94% | 4.34% | 6.44% | 6.82% |
Place in category | 110 | 48 | 36 | 47 | 89 | 51 |
% in Category | 53 | 25 | 23 | 29 | 61 | 58 |
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% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 107.65B | 2.09 | 4.53 | 7.32 | ||
The Vanguard Target Retire 2030 Tr2 | 107.65B | 2.09 | 4.52 | 7.31 | ||
Vanguard Target Retire Trust Plus30 | 107.65B | 2.09 | 4.54 | 7.33 | ||
Vanguard Target Retirement 2030 Inv | 98.64B | 2.11 | 4.47 | 7.24 | ||
American Funds 2030 Trgt Date RetR6 | 35.9B | 2.78 | 5.12 | 8.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 30.77 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 14.62 | - | - | |
JPMorgan Core Plus Bond R6 | - | 8.63 | - | - | |
JPMorgan High Yield R6 | - | 3.68 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.44 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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