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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1018 | 1301 | 1141 | 1575 | 2230 |
Fund Return | 13.88% | 1.83% | 30.05% | 4.5% | 9.52% | 8.35% |
Place in category | 98 | 89 | 96 | 50 | 117 | 51 |
% in Category | 52 | 48 | 49 | 30 | 73 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 23.82B | 2.75 | -1.55 | 1.91 | ||
JPMorgan Core Bond Select | 21.77B | 2.51 | -1.72 | 1.74 | ||
JPMorgan Core Plus Bond R6 | 13.5B | 3.43 | -1.34 | 2.11 | ||
JPMorgan Strategic Income Opps Sel | 7.37B | 4.31 | 3.31 | 2.66 | ||
JPMorgan Short Duration Bond R6 | 7B | 4.49 | 1.95 | 1.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2055 Tr1 | 70.48B | 13.71 | 4.50 | 8.75 | ||
The Vanguard Target Retire 2055 Tr2 | 70.48B | 13.70 | 4.49 | 8.74 | ||
Vanguard Target Retire Trust Plus55 | 70.48B | 13.73 | 4.51 | 8.76 | ||
Vanguard Target Retirement 2055 Inv | 52.02B | 13.69 | 4.46 | 8.67 | ||
American Funds 2055 Trgt Date RetR6 | 18.03B | 14.46 | 4.03 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 48.69 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 22.83 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 5.41 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 4.17 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 4.16 | - | - |
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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