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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 978 | 1078 | 1033 | 1199 | 1497 |
Fund Return | 7.83% | -2.21% | 7.83% | 1.09% | 3.7% | 4.12% |
Place in category | 28 | 89 | 28 | 42 | 45 | 36 |
% in Category | 16 | 65 | 16 | 31 | 37 | 47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.32B | 18.23 | 8.06 | 8.38 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.19B | 18.55 | 8.33 | 8.64 | ||
JPMorgan Hedged Equity A | 1.52B | 17.93 | 7.79 | 8.11 | ||
JPMorgan SmartRetirement Blend Inc6 | 696.57M | 8.45 | 1.52 | 4.53 | ||
JPMorgan Hedged Equity Fund Class C | 592.34M | 17.37 | 7.25 | 7.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement Income I | 34.98B | 6.58 | 0.98 | 4.19 | ||
The Vanguard Target Retire Inc Trus | 21.75B | 6.62 | 1.01 | 4.24 | ||
The Vanguard Target Retire Incm Tru | 21.75B | 6.63 | 1.00 | 4.22 | ||
Vanguard Target Retire Trust Plus I | 21.75B | 6.64 | 1.01 | 4.25 | ||
BlackRock LifePath Index Retire K | 10.95B | 7.15 | 0.43 | 4.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.28 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.45 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.41 | - | - | |
JPMorgan US Equity R6 | - | 9.40 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.62 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Sell |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Neutral |
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