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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1019 | 1129 | 1175 | 1581 | 1991 |
Fund Return | 6.66% | 1.88% | 12.88% | 5.51% | 9.6% | 7.13% |
Place in category | 134 | 290 | 230 | 125 | 28 | 8 |
% in Category | 35 | 80 | 77 | 61 | 21 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.39B | 7.00 | 6.32 | 7.94 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.22B | 7.12 | 6.58 | 8.21 | ||
JPMorgan Hedged Equity A | 1.4B | 6.89 | 6.06 | 7.67 | ||
JPMorgan SmartRetirement Blend Inc6 | 635.13M | 3.23 | 0.74 | 4.14 | ||
JPMorgan SmartRetirement Income R6 | 369.7M | 3.59 | 0.78 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.39B | 7.00 | 6.32 | 7.94 | ||
Gateway Y | 5.36B | 6.23 | 4.18 | 5.16 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.22B | 7.12 | 6.58 | 8.21 | ||
JPMorgan Hedged Equity A | 1.4B | 6.89 | 6.06 | 7.67 | ||
Gateway A | 669.14M | 6.14 | 3.94 | 4.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.39 | 442.57 | +0.22% | |
Apple | US0378331005 | 5.83 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 5.38 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 4.20 | 183.66 | -0.09% | |
Meta Platforms | US30303M1027 | 2.48 | 504.16 | +0.11% |
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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