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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1018 | 1103 | 1097 | 1287 | 1578 |
Fund Return | 2.84% | 1.76% | 10.26% | 3.12% | 5.18% | 4.67% |
Place in category | 214 | 244 | 222 | 173 | 69 | 14 |
% in Category | 61 | 69 | 76 | 81 | 66 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gateway Y | 5.32B | 2.93 | 3.37 | 4.92 | ||
Natixis ASG Managed Futures StrateY | 2.12B | 11.18 | 9.28 | 6.29 | ||
Loomis Sayles Sr Floating Rate andY | 810.31M | 2.80 | 4.09 | 3.70 | ||
Loomis Sayles Sr Floating Rate andA | 810.31M | 2.71 | 3.83 | 3.43 | ||
Loomis Sayles Sr Floating Rate andC | 810.31M | 2.46 | 3.05 | 2.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.13B | 3.13 | 5.27 | 7.73 | ||
Gateway Y | 5.32B | 2.93 | 3.37 | 4.92 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.17B | 3.26 | 5.53 | 7.99 | ||
JPMorgan Hedged Equity A | 1.37B | 3.04 | 5.00 | 7.45 | ||
Swan Defined Risk I | 523.1M | 1.07 | 2.86 | 4.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.26 | - | - | |
Apple Inc | - | 5.77 | - | - | |
NVIDIA Corp | - | 5.13 | - | - | |
Amazon.com Inc | - | 3.87 | - | - | |
Alphabet Inc Class C | - | 3.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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