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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1031 | 1103 | 1154 | 1459 | 1791 |
Fund Return | 5.06% | 3.15% | 10.28% | 4.9% | 7.85% | 6% |
Place in category | 219 | 107 | 265 | 147 | 54 | 9 |
% in Category | 63 | 29 | 90 | 70 | 47 | 18 |
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 | ||
JPMorgan Hedged Equity A | 1.41B | 6.89 | 6.06 | 7.67 | ||
Gateway A | 668.85M | 6.14 | 3.94 | 4.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S+p 500 Index Jun24 4000 Call | - | 76.72 | - | - | |
S+p 500 Index Dec24 4000 Call | - | 24.39 | - | - | |
United States Treasury Bills 0% | - | 7.19 | - | - | |
United States Treasury Bills 0.01% | - | 6.47 | - | - | |
United States Treasury Bills 0% | - | 6.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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