Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1025 | 1089 | 1041 | 1219 | 1517 |
Fund Return | 2.53% | 2.53% | 8.9% | 1.33% | 4.05% | 4.25% |
Place in category | 347 | 347 | 333 | 272 | 283 | 152 |
% in Category | 73 | 73 | 70 | 59 | 72 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.84B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.1B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 21.05B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.41B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.68B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.9B | 1.92 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 4.92 | 5.28 | 7.53 | ||
Vanguard Wellesley Income Inv | 8.86B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 6.01B | 2.61 | 1.91 | 4.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | - | 6.79 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 2.39 | - | - | |
United States Treasury Notes 4.125% | - | 0.96 | - | - | |
AbbVie | US00287Y1091 | 0.53 | 162.82 | +0.06% | |
Exxon Mobil | US30231G1022 | 0.51 | 116.81 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review