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Investing.com-- The Dow closed a fresh record high Friday, as the rotation into cyclical stocks including industrials continued to propel stocks higher amid weakness in tech. At...
UBS -- UBS analyst David Lefkowitz sees a positive outlook for U.S. equities, describing current valuations as "reasonable in light of the macro environment." Despite high absolute...
By Johann M Cherian and Purvi Agarwal (Reuters) -The S&P 500 and the Dow hovered at levels seen more than a week ago on Friday, as investors took comfort from data pointing to...
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets....
In February 2021, the NASDAQ Composite stock index began to underperform the S&P 500… and this has continued for the past 45 months. Today, we highlight the long-term chart of...
The first step on the move back to highs for indices started yesterday, but it's going to take a concerted effort by bulls to get there. The concern is that we are looking at a...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1129 | 1036 | 1194 | 1154 | 1394 | 1743 |
Fund Return | 12.95% | 3.58% | 19.4% | 4.9% | 6.87% | 5.71% |
Place in category | 68 | 29 | 92 | 54 | 60 | 14 |
% in Category | 38 | 11 | 55 | 37 | 53 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Natixis ASG Managed Futures StrateY | 1.75B | -5.59 | 2.93 | 3.42 | ||
Loomis Sayles Sr Floating Rate andC | 817.8M | 6.06 | 3.73 | 2.92 | ||
Loomis Sayles Sr Floating Rate andY | 817.8M | 6.94 | 4.78 | 3.96 | ||
Loomis Sayles Sr Floating Rate andA | 817.8M | 6.72 | 4.52 | 3.70 | ||
Gateway A | 694.5M | 12.73 | 4.65 | 5.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.86B | 16.27 | 8.02 | 8.45 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.4B | 16.56 | 8.29 | 8.72 | ||
JPMorgan Hedged Equity A | 1.48B | 16.04 | 7.75 | 8.18 | ||
Gateway A | 694.5M | 12.73 | 4.65 | 5.46 | ||
JPMorgan Hedged Equity Fund Class C | 572.39M | 15.58 | 7.21 | 7.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.12 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 6.98 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 6.25 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.75 | 197.12 | -0.64% | |
Alphabet C | US02079K1079 | 2.97 | 166.57 | -1.58% |
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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