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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1029 | 1089 | 1041 | 1241 | 1495 |
Fund Return | 2.87% | 2.87% | 8.92% | 1.34% | 4.41% | 4.1% |
Place in category | 288 | 288 | 332 | 271 | 240 | 173 |
% in Category | 60 | 60 | 70 | 59 | 62 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 53.55B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.27B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.61B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.58B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.42B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.33B | 1.90 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.26B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.58B | 4.89 | 5.27 | 7.52 | ||
Vanguard Wellesley Income Inv | 9.21B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 5.97B | 2.61 | 1.91 | 4.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Bond R6 | - | 33.75 | - | - | |
JPMorgan Core Plus Bond R6 | - | 14.98 | - | - | |
JPMorgan Income R6 | - | 6.58 | - | - | |
JPMorgan Limited Duration Bond ETF | - | 5.76 | - | - | |
JPMorgan US Equity R6 | - | 4.21 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Neutral |
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