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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1057 | 1192 | 1092 | 1277 | 1608 |
Fund Return | 10.45% | 5.75% | 19.23% | 2.97% | 5.02% | 4.86% |
Place in category | 7 | 20 | 7 | 22 | 21 | 13 |
% in Category | 4 | 16 | 4 | 14 | 20 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.48B | 16.56 | 9.13 | 8.66 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.16B | 16.81 | 9.40 | 8.93 | ||
JPMorgan Hedged Equity A | 1.47B | 16.33 | 8.85 | 8.39 | ||
JPMorgan Hedged Equity Fund Class C | 554.45M | 15.94 | 8.32 | 7.84 | ||
JPMorgan SmartRetirement Income R6 | 375.31M | 10.49 | 3.02 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement Income I | 36.54B | 8.27 | 2.19 | 4.51 | ||
The Vanguard Target Retire Inc Trus | 23.14B | 8.31 | 2.22 | 4.56 | ||
The Vanguard Target Retire Incm Tru | 23.14B | 8.32 | 2.21 | 4.55 | ||
Vanguard Target Retire Trust Plus I | 23.14B | 8.33 | 2.23 | 4.57 | ||
BlackRock LifePath Index Retire K | 11.12B | 9.62 | 2.08 | 5.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.27 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.39 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.08 | - | - | |
JPMorgan High Yield R6 | - | 5.23 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.05 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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