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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.33 | 1.35 | 0.02 |
Stocks | 98.68 | 99.26 | 0.58 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.16 | 20.70 |
Price to Book | 4.32 | 3.98 |
Price to Sales | 3.31 | 2.68 |
Price to Cash Flow | 15.60 | 14.05 |
Dividend Yield | 1.40 | 1.68 |
5 Years Earnings Growth | 13.30 | 11.35 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.82 | 29.33 |
Financial Services | 12.62 | 12.55 |
Healthcare | 12.22 | 13.80 |
Consumer Cyclical | 11.38 | 10.09 |
Communication Services | 7.96 | 7.27 |
Industrials | 7.88 | 9.35 |
Consumer Defensive | 4.86 | 7.22 |
Energy | 3.54 | 3.58 |
Utilities | 2.48 | 3.38 |
Real Estate | 2.18 | 1.68 |
Basic Materials | 2.06 | 1.75 |
Number of long holdings: 160
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.21 | 222.01 | -0.40% | |
Microsoft | US5949181045 | 7.18 | 408.46 | -0.47% | |
NVIDIA | US67066G1040 | 6.58 | 136.05 | +0.48% | |
Amazon.com | US0231351067 | 3.91 | 195.78 | -1.09% | |
Meta Platforms | US30303M1027 | 2.78 | 560.68 | -1.14% | |
Alphabet A | US02079K3059 | 2.00 | 169.24 | -1.20% | |
UnitedHealth | US91324P1021 | 1.66 | 557.77 | -1.72% | |
Mastercard | US57636Q1040 | 1.65 | 505.58 | -0.49% | |
Alphabet C | US02079K1079 | 1.53 | 170.68 | -1.14% | |
Exxon Mobil | US30231G1022 | 1.48 | 118.61 | +3.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 16.48B | 16.56 | 9.13 | 8.66 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.16B | 16.81 | 9.40 | 8.93 | ||
JPMorgan SmartRetirement Blend Inc6 | 718.64M | 10.45 | 2.97 | 4.86 | ||
JPMorgan Hedged Equity Fund Class C | 554.45M | 15.94 | 8.32 | 7.84 | ||
JPMorgan SmartRetirement Income R6 | 375.31M | 10.49 | 3.02 | - |
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