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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1038 | 1184 | 1223 | 1576 | 2326 |
Fund Return | 3.06% | 3.84% | 18.35% | 6.94% | 9.52% | 8.81% |
Place in category | 145 | 83 | 67 | 61 | 93 | 51 |
% in Category | 68 | 47 | 35 | 36 | 60 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 24.32B | 0.64 | -0.88 | 1.66 | ||
JPMorgan Core Bond Select | 22.01B | 0.63 | -1.08 | 1.48 | ||
JPMorgan Core Plus Bond R6 | 13.83B | 0.68 | -0.63 | 1.91 | ||
JPMorgan Strategic Income Opps Sel | 7.5B | 0.43 | 3.84 | 2.84 | ||
JPMorgan Short Duration Bond R6 | 7.49B | 0.45 | 2.63 | 2.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 101.54B | 2.90 | 7.04 | 9.26 | ||
The Vanguard Target Retire 2050 Tr2 | 101.54B | 2.90 | 7.03 | 9.25 | ||
Vanguard Target Retire Trust Plus50 | 101.54B | 2.91 | 7.05 | 9.28 | ||
Vanguard Target Retirement 2050 Inv | 79.22B | 2.91 | 6.99 | 9.19 | ||
American Funds 2050 Trgt Date RetR6 | 26.7B | 3.73 | 7.76 | 10.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 48.51 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 23.09 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.46 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.25 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.23 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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