Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.83 | 3.85 | 0.02 |
Stocks | 77.46 | 77.46 | 0.00 |
Bonds | 18.38 | 18.38 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.25 | 0.27 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.27 | 17.34 |
Price to Book | 2.77 | 2.53 |
Price to Sales | 2.09 | 1.76 |
Price to Cash Flow | 12.13 | 10.60 |
Dividend Yield | 2.03 | 2.16 |
5 Years Earnings Growth | 10.87 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.61 | 21.61 |
Financial Services | 16.43 | 14.90 |
Consumer Cyclical | 12.39 | 11.02 |
Healthcare | 11.32 | 12.56 |
Industrials | 11.29 | 11.62 |
Communication Services | 5.92 | 6.44 |
Real Estate | 4.88 | 4.03 |
Consumer Defensive | 4.87 | 6.34 |
Energy | 4.87 | 4.61 |
Basic Materials | 3.12 | 4.34 |
Utilities | 2.30 | 2.54 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Core Plus Bond R6 | - | 12.78 | - | - | |
JPMorgan International Rsrch Enh Eq ETF | - | 11.49 | - | - | |
JPMorgan US Research Enhanced Equity R6 | - | 10.32 | - | - | |
JPMorgan US Equity R6 | - | 10.30 | - | - | |
JPMorgan Value Advantage R6 | - | 9.89 | - | - | |
JPMorgan Growth Advantage R6 | - | 9.83 | - | - | |
JPMorgan Global Select Equity ETF | - | 8.01 | - | - | |
JPMorgan International Equity R6 | - | 6.18 | - | - | |
JPMorgan Core Bond R6 | - | 4.27 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.39B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.25B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.53B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.61B | 0.52 | 0.60 | 1.60 |
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