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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1060 | 1180 | 1259 | 1593 | 2192 |
Fund Return | 4.84% | 5.98% | 18.04% | 7.98% | 9.75% | 8.16% |
Place in category | 41 | 144 | 128 | 55 | 12 | 5 |
% in Category | 13 | 44 | 51 | 33 | 9 | 7 |
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 Hedged Equity A | 1.41B | 6.89 | 6.06 | 7.67 | ||
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 |
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 % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.77 | 447.67 | -0.47% | |
Apple | US0378331005 | 6.26 | 208.14 | +0.31% | |
NVIDIA | US67066G1040 | 4.08 | 118.11 | -6.68% | |
Amazon.com | US0231351067 | 3.99 | 185.57 | -1.86% | |
Meta Platforms | US30303M1027 | 2.47 | 498.91 | +0.83% |
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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