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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1000 | 1083 | 1144 | 1266 | 1502 |
Fund Return | 1.5% | 0% | 8.28% | 4.6% | 4.83% | 4.15% |
Place in category | 51 | 17 | 119 | 133 | 165 | 98 |
% in Category | 18 | 12 | 52 | 64 | 80 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 67.9B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 27.51B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.66B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.54B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.17B | -0.85 | 6.35 | 9.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 39.81B | 2.11 | 4.52 | 5.30 | ||
Vanguard Tax-Managed Balanced Adm | 10.07B | -2.54 | 7.22 | 7.05 | ||
Vanguard Wellesley Income Inv | 8.24B | 2.09 | 4.45 | 5.23 | ||
American Funds Income Portfolio A | 5.88B | 2.35 | 6.22 | 5.69 | ||
Hartford Balanced Income A | 4.43B | 1.67 | 4.74 | 5.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 33.96 | - | - | |
JPMorgan Core Plus Bond R6 | - | 15.07 | - | - | |
JPMorgan Income R6 | - | 6.64 | - | - | |
JPMorgan Limited Duration Bond ETF | - | 5.85 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 4.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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