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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 1047 | 1181 | 1170 | 1360 | 1626 |
Fund Return | 16.21% | 4.68% | 18.07% | 5.38% | 6.35% | 4.98% |
Place in category | 76 | 79 | 91 | 71 | 68 | 21 |
% in Category | 45 | 42 | 53 | 49 | 59 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gateway Y | 5.7B | 17.28 | 6.44 | 6.03 | ||
Natixis ASG Managed Futures StrateY | 1.67B | -3.84 | 6.28 | 2.92 | ||
Loomis Sayles Sr Floating Rate andY | 822.64M | 8.13 | 5.26 | 4.04 | ||
Loomis Sayles Sr Floating Rate andA | 822.64M | 7.89 | 4.99 | 3.78 | ||
Loomis Sayles Sr Floating Rate andC | 822.64M | 7.15 | 4.20 | 3.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.86B | 20.33 | 9.25 | 8.71 | ||
Gateway Y | 5.7B | 17.28 | 6.44 | 6.03 | ||
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 | ||
Gateway A | 692.47M | 17.03 | 6.20 | 5.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.95 | 258.20 | +1.15% | |
NVIDIA | US67066G1040 | 6.79 | 140.22 | +0.39% | |
Microsoft | US5949181045 | 6.62 | 439.33 | +0.94% | |
Amazon.com | US0231351067 | 3.77 | 229.05 | +1.77% | |
Alphabet C | US02079K1079 | 3.02 | 197.57 | +0.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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