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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.20 | 8.23 | 0.03 |
Stocks | 40.07 | 40.07 | 0.00 |
Bonds | 51.47 | 51.51 | 0.04 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.13 | 0.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.70 | 17.06 |
Price to Book | 2.83 | 2.39 |
Price to Sales | 2.24 | 1.74 |
Price to Cash Flow | 12.15 | 10.33 |
Dividend Yield | 2.05 | 2.59 |
5 Years Earnings Growth | 12.30 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.02 | 21.69 |
Financial Services | 14.96 | 15.45 |
Consumer Cyclical | 11.80 | 10.37 |
Healthcare | 11.33 | 11.89 |
Industrials | 11.15 | 11.12 |
Communication Services | 5.75 | 6.74 |
Consumer Defensive | 4.89 | 6.08 |
Real Estate | 4.49 | 4.97 |
Energy | 4.36 | 4.52 |
Basic Materials | 3.36 | 4.24 |
Utilities | 2.89 | 2.94 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 31.15 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.38 | - | - | |
JPMorgan US Equity R6 | - | 9.40 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 9.17 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 5.78 | - | - | |
JPMorgan High Yield R6 | - | 5.24 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.02 | - | - | |
JPMorgan Global Select Equity ETF | - | 4.08 | - | - | |
JPMorgan International Equity R6 | - | 3.19 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.79 | - | - |
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 Hedged Equity A | 1.47B | 16.33 | 8.85 | 8.39 | ||
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 |
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