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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1005 | 1094 | 1125 | 1268 | 1552 |
Fund Return | 2.73% | 0.53% | 9.36% | 4.01% | 4.87% | 4.49% |
Place in category | 22 | 76 | 18 | 19 | 18 | 18 |
% in Category | 15 | 59 | 12 | 12 | 17 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.46B | 0.94 | 9.88 | 8.29 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.13B | 0.96 | 10.15 | 8.55 | ||
JPMorgan Hedged Equity A | 1.44B | 0.88 | 9.61 | 8.01 | ||
JPMorgan SmartRetirement Blend Inc6 | 682.71M | 2.76 | 4.09 | 4.60 | ||
JPMorgan Hedged Equity Fund Class C | 571.77M | 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 | 10.7B | 2.83 | 3.02 | 4.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.34 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.44 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.19 | - | - | |
JPMorgan US Equity R6 | - | 9.19 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.76 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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