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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1051 | 1138 | 1143 | 1398 | 1671 |
Fund Return | 11.58% | 5.13% | 13.77% | 4.56% | 6.93% | 5.27% |
Place in category | 111 | 90 | 204 | 174 | 73 | 13 |
% in Category | 27 | 18 | 63 | 78 | 59 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gateway Y | 5.51B | 11.76 | 4.80 | 5.52 | ||
Natixis ASG Managed Futures StrateY | 1.89B | -2.30 | 4.77 | 3.80 | ||
Loomis Sayles Sr Floating Rate andY | 809.1M | 5.23 | 4.44 | 3.77 | ||
Loomis Sayles Sr Floating Rate andA | 809.1M | 5.05 | 4.18 | 3.51 | ||
Loomis Sayles Sr Floating Rate andC | 809.1M | 4.53 | 3.43 | 2.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.25B | 14.10 | 7.50 | 8.34 | ||
Gateway Y | 5.51B | 11.76 | 4.80 | 5.52 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.15B | 14.32 | 7.77 | 8.61 | ||
JPMorgan Hedged Equity A | 1.45B | 13.90 | 7.24 | 8.06 | ||
JPMorgan Hedged Equity Fund Class C | 540.55M | 13.53 | 6.69 | 7.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 432.11 | +0.69% | |
Apple | US0378331005 | 7.09 | 226.37 | -0.44% | |
NVIDIA | US67066G1040 | 6.33 | 123.51 | +2.18% | |
Amazon.com | US0231351067 | 3.89 | 192.53 | -0.74% | |
Alphabet C | US02079K1079 | 3.32 | 162.99 | -0.40% |
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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