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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.85 | 3.89 | 0.04 |
Stocks | 77.62 | 77.62 | 0.00 |
Bonds | 18.41 | 18.41 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.93 | 17.31 |
Price to Book | 2.56 | 2.53 |
Price to Sales | 1.86 | 1.76 |
Price to Cash Flow | 11.34 | 10.58 |
Dividend Yield | 2.17 | 2.17 |
5 Years Earnings Growth | 10.90 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.64 | 21.58 |
Financial Services | 15.14 | 14.90 |
Healthcare | 11.41 | 12.56 |
Industrials | 11.27 | 11.64 |
Consumer Cyclical | 11.09 | 11.00 |
Communication Services | 7.01 | 6.46 |
Consumer Defensive | 6.26 | 6.34 |
Real Estate | 4.61 | 4.01 |
Energy | 4.26 | 4.63 |
Basic Materials | 3.99 | 4.35 |
Utilities | 2.32 | 2.53 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 42.37 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 20.03 | - | - | |
JPMorgan Core Plus Bond R6 | - | 10.14 | - | - | |
JPMorgan Core Bond R6 | - | 5.08 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 4.64 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 3.68 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 3.66 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 2.25 | - | - | |
JPMorgan High Yield R6 | - | 1.75 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 1.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.53B | -2.59 | -2.91 | 1.59 | ||
JPMorgan Core Bond Select | 20.41B | -2.65 | -3.04 | 1.42 | ||
JPMorgan Core Plus Bond R6 | 12.63B | -2.32 | -2.80 | 1.80 | ||
JPMorgan Strategic Income Opps Sel | 6.97B | 2.16 | 2.73 | 2.42 | ||
JPMorgan Short Duration Bond R6 | 5.65B | 0.52 | 0.60 | 1.60 |
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