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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1121 | 982 | 1121 | 1093 | 1404 | 2028 |
Fund Return | 12.05% | -1.8% | 12.05% | 3% | 7.02% | 7.33% |
Place in category | 32 | 74 | 32 | 35 | 83 | 47 |
% in Category | 15 | 42 | 15 | 17 | 52 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.09B | 2.25 | -1.68 | 1.79 | ||
JPMorgan Core Bond Select | 21.91B | 1.98 | -1.85 | 1.61 | ||
JPMorgan Core Plus Bond R6 | 13.67B | 3.00 | -1.50 | 2.04 | ||
JPMorgan Strategic Income Opps Sel | 7.49B | 5.35 | 3.69 | 2.79 | ||
JPMorgan Short Duration Bond R6 | 7.45B | 5.22 | 2.25 | 2.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retire Trust Plus35 | 114.35B | 11.76 | 3.03 | 7.61 | ||
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 Retirement 2035 Inv | 102.33B | 11.78 | 2.97 | 7.51 | ||
American Funds 2035 Trgt Date RetR6 | 35.94B | 12.73 | 3.35 | 8.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 38.23 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 17.09 | - | - | |
JPMorgan Core Plus Bond R6 | - | 15.09 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 4.19 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 3.09 | - | - |
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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