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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1019 | 1152 | 1087 | 1261 | 1577 |
Fund Return | 10.62% | 1.86% | 15.24% | 2.83% | 4.75% | 4.66% |
Place in category | 11 | 11 | 9 | 19 | 18 | 13 |
% in Category | 5 | 8 | 4 | 12 | 17 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.86B | 20.33 | 9.25 | 8.71 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.21B | 20.65 | 9.53 | 8.98 | ||
JPMorgan Hedged Equity A | 1.49B | 20.07 | 8.99 | 8.44 | ||
JPMorgan Hedged Equity Fund Class C | 580.12M | 19.55 | 8.44 | 7.90 | ||
JPMorgan SmartRetirement Income R6 | 375.08M | 10.55 | 2.85 | 4.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement Income I | 35.87B | 8.27 | 1.84 | 4.31 | ||
The Vanguard Target Retire Inc Trus | 22.26B | 8.33 | 1.86 | 4.36 | ||
The Vanguard Target Retire Incm Tru | 22.26B | 8.34 | 1.86 | 4.35 | ||
Vanguard Target Retire Trust Plus I | 22.26B | 8.35 | 1.87 | 4.37 | ||
BlackRock LifePath Index Retire K | 11.04B | 9.63 | 1.67 | 4.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 20.96 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.48 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.03 | - | - | |
JPMorgan High Yield R6 | - | 5.33 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.05 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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