Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.730 | 6.750 | 0.020 |
Stocks | 39.770 | 39.770 | 0.000 |
Bonds | 53.350 | 53.410 | 0.060 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.135 | 16.839 |
Price to Book | 2.540 | 2.423 |
Price to Sales | 1.899 | 1.806 |
Price to Cash Flow | 11.420 | 10.507 |
Dividend Yield | 2.202 | 2.559 |
5 Years Earnings Growth | 11.177 | 10.370 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.360 | 22.170 |
Financial Services | 15.730 | 15.994 |
Healthcare | 11.100 | 11.191 |
Industrials | 11.070 | 11.086 |
Consumer Cyclical | 10.750 | 10.576 |
Communication Services | 7.120 | 7.016 |
Consumer Defensive | 6.000 | 5.809 |
Real Estate | 4.780 | 4.991 |
Basic Materials | 3.780 | 3.942 |
Energy | 3.620 | 4.199 |
Utilities | 2.690 | 3.027 |
Number of long holdings: 845
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 20.96 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.48 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 10.03 | - | - | |
JPMorgan High Yield R6 | - | 5.33 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 5.05 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 4.18 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 2.80 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 1.86 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 1.85 | - | - | |
JPMorgan Emerging Markets Debt R6 | - | 1.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 17.29B | 1.18 | 9.42 | 8.65 | ||
JPMorgan Hedged Equity Fund Class 6 | 2.06B | 1.20 | 9.70 | 8.92 | ||
JPMorgan Hedged Equity A | 1.5B | 1.15 | 9.14 | 8.38 | ||
JPMorgan SmartRetirement Blend Inc6 | 694.49M | 1.77 | 3.15 | 4.67 | ||
JPMorgan Hedged Equity Fund Class C | 597.14M | 1.13 | 8.61 | 7.85 |
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