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YTD the S&P 500 (SPY) is down 7.54%, while the Barclays Aggregate is -8.46%, per Morningstar data.Given Ukraine, inflation, sharply higher crude oil prices, worries about...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 995 | 1038 | 970 | 1134 | 1364 |
Fund Return | -0.56% | -0.46% | 3.82% | -1% | 2.54% | 3.15% |
Place in category | 381 | 384 | 393 | 373 | 353 | 235 |
% in Category | 83 | 82 | 85 | 85 | 88 | 80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 55.87B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.56B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.48B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.71B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.01B | 6.63 | 8.17 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.33B | -0.52 | 0.70 | 5.02 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.26B | -0.01 | -0.28 | 4.51 | ||
Vanguard Tax-Managed Balanced Adm | 9.58B | 2.21 | 3.32 | 7.17 | ||
Vanguard Wellesley Income Inv | 9.21B | -0.53 | 0.63 | 4.95 | ||
BlackRock Multi-Asset Income Instl | 6.05B | 0.67 | 0.62 | 3.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | - | 6.92 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 2.44 | - | - | |
United States Treasury Notes 4.125% | - | 0.96 | - | - | |
Microsoft Corp | - | 0.87 | - | - | |
Taiwan Semicon | TW0002330008 | 0.58 | 802.00 | +0.75% |
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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