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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1007 | 1097 | 1120 | 1254 | 1529 |
Fund Return | 2.69% | 0.67% | 9.67% | 3.84% | 4.62% | 4.34% |
Place in category | 29 | 58 | 12 | 26 | 31 | 25 |
% in Category | 18 | 44 | 9 | 16 | 28 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.3B | 0.94 | 9.88 | 8.29 | ||
JPMorgan Hedged Equity Fund Class 6 | 1.96B | 0.96 | 10.15 | 8.55 | ||
JPMorgan Hedged Equity A | 1.43B | 0.88 | 9.61 | 8.01 | ||
JPMorgan SmartRetirement Blend Inc6 | 685.01M | 2.76 | 4.09 | 4.60 | ||
JPMorgan Hedged Equity Fund Class C | 567.13M | 0.82 | 9.06 | 7.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement Income I | 35.25B | 2.29 | 3.07 | 4.23 | ||
The Vanguard Target Retire Inc Trus | 22.1B | 2.32 | 3.10 | 4.28 | ||
The Vanguard Target Retire Incm Tru | 22.1B | 2.31 | 3.08 | 4.27 | ||
Vanguard Target Retire Trust Plus I | 22.1B | 2.32 | 3.10 | 4.29 | ||
BlackRock LifePath Index Retire K | 10.92B | 2.83 | 3.02 | 4.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 21.55 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.36 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.32 | - | - | |
JPMorgan High Yield R6 | - | 5.22 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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