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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1182 | 1014 | 1182 | 1262 | 1633 | 2236 |
Fund Return | 18.23% | 1.44% | 18.23% | 8.06% | 10.3% | 8.38% |
Place in category | 31 | 70 | 31 | 12 | 6 | 6 |
% in Category | 21 | 41 | 21 | 8 | 5 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Fund Class 6 | 2.16B | 18.55 | 8.33 | 8.64 | ||
JPMorgan Hedged Equity A | 1.48B | 17.93 | 7.79 | 8.11 | ||
JPMorgan SmartRetirement Blend Inc6 | 685.16M | 8.45 | 1.52 | 4.53 | ||
JPMorgan Hedged Equity Fund Class C | 577.71M | 17.37 | 7.25 | 7.57 | ||
JPMorgan SmartRetirement Income R6 | 368.91M | 8.18 | 1.44 | 4.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gateway Y | 5.61B | 15.37 | 5.27 | 5.85 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.16B | 18.55 | 8.33 | 8.64 | ||
JPMorgan Hedged Equity A | 1.48B | 17.93 | 7.79 | 8.11 | ||
Gateway A | 674.8M | 15.08 | 5.01 | 5.60 | ||
JPMorgan Hedged Equity Fund Class C | 577.71M | 17.37 | 7.25 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.18 | 135.91 | -3.00% | |
Microsoft | US5949181045 | 6.97 | 418.95 | -1.32% | |
Apple | US0378331005 | 6.94 | 236.85 | -2.41% | |
Amazon.com | US0231351067 | 4.34 | 218.94 | -1.44% | |
Meta Platforms | US30303M1027 | 2.87 | 615.86 | +0.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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