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For the Refinitiv Lipper fund-flows week ended Wednesday, Apr. 27, investors turned a cold shoulder to equity mutual funds and ETFs, redeeming $7.6 billion and $1.2 billion,...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1059 | 1153 | 1234 | 1613 | 2210 |
Fund Return | 5.88% | 5.88% | 15.29% | 7.26% | 10.04% | 8.25% |
Place in category | 83 | 83 | 163 | 66 | 10 | 4 |
% in Category | 23 | 23 | 60 | 36 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 14.89B | 3.13 | 5.27 | 7.73 | ||
JPMorgan Hedged Equity A | 1.35B | 3.04 | 5.00 | 7.45 | ||
JPMorgan SmartRetirement Blend Inc6 | 631.25M | 0.46 | 0.11 | 3.99 | ||
JPMorgan Hedged Equity Fund Class C | 483.92M | 2.90 | 4.48 | 6.92 | ||
JPMorgan SmartRetirement Income R6 | 371.33M | 0.81 | 0.14 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 14.89B | 3.13 | 5.27 | 7.73 | ||
Gateway Y | 5.26B | 2.93 | 3.37 | 4.92 | ||
JPMorgan Hedged Equity A | 1.35B | 3.04 | 5.00 | 7.45 | ||
Gateway A | 659.96M | 2.84 | 3.12 | 4.67 | ||
Swan Defined Risk I | 520.09M | 1.07 | 2.86 | 4.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.99 | 414.74 | +0.59% | |
Apple | US0378331005 | 5.95 | 183.05 | -0.69% | |
NVIDIA | US67066G1040 | 5.12 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 4.44 | 187.48 | -1.07% | |
Meta Platforms | US30303M1027 | 2.94 | 476.20 | +0.16% |
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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