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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1009 | 1087 | 1088 | 1265 | 1480 |
Fund Return | 1.07% | 0.92% | 8.68% | 2.86% | 4.81% | 4% |
Place in category | 305 | 309 | 247 | 175 | 72 | 16 |
% in Category | 86 | 85 | 84 | 82 | 69 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swan Defined Risk A | 105.81M | 0.93 | 2.65 | 3.75 | ||
Swan Defined Risk C | 88.75M | 0.75 | 1.88 | 2.98 |
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 | ||
Gateway A | 666.96M | 2.84 | 3.12 | 4.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 41.57 | 533.51 | +0.18% | |
Technology Select Sector SPDR | US81369Y8030 | 13.94 | 216.03 | +0.41% | |
S&P 500 Index Spx Us 12/19/25 P5000 | - | 7.62 | - | - | |
Financial Select Sector SPDR | US81369Y6059 | 6.26 | 41.64 | -0.73% | |
Health Care Select Sector SPDR | US81369Y2090 | 6.10 | 146.00 | -0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Neutral |
Summary | Strong Buy | Buy | Neutral |
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