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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1020 | 1135 | 1193 | 1621 | 2095 |
Fund Return | 6.89% | 2.03% | 13.48% | 6.06% | 10.15% | 7.67% |
Place in category | 119 | 278 | 214 | 103 | 19 | 7 |
% in Category | 31 | 76 | 72 | 53 | 15 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.48B | 7.00 | 6.32 | 7.94 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.23B | 7.12 | 6.58 | 8.21 | ||
JPMorgan SmartRetirement Blend Inc6 | 634.82M | 3.23 | 0.74 | 4.14 | ||
JPMorgan Hedged Equity Fund Class C | 506.89M | 6.66 | 5.51 | 7.13 | ||
JPMorgan SmartRetirement Income R6 | 371.36M | 3.59 | 0.78 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.48B | 7.00 | 6.32 | 7.94 | ||
Gateway Y | 5.38B | 6.23 | 4.18 | 5.16 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.23B | 7.12 | 6.58 | 8.21 | ||
Gateway A | 668.85M | 6.14 | 3.94 | 4.91 | ||
Swan Defined Risk I | 521.44M | 4.13 | 3.75 | 4.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.39 | 449.78 | +0.92% | |
Apple | US0378331005 | 5.83 | 207.49 | -1.04% | |
NVIDIA | US67066G1040 | 5.38 | 126.57 | -3.22% | |
Amazon.com | US0231351067 | 4.20 | 189.08 | +1.60% | |
Meta Platforms | US30303M1027 | 2.48 | 494.78 | -1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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