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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.600 | 2.640 | 0.040 |
Shares | 89.710 | 89.710 | 0.000 |
Bonds | 7.590 | 7.590 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.846 | 18.283 |
Price to Book | 2.713 | 2.801 |
Price to Sales | 2.049 | 2.041 |
Price to Cash Flow | 11.742 | 11.495 |
Dividend Yield | 2.173 | 1.991 |
5 Years Earnings Growth | 8.983 | 10.386 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.740 | 23.554 |
Financial Services | 17.140 | 16.428 |
Industrials | 11.390 | 11.490 |
Consumer Cyclical | 10.370 | 10.963 |
Healthcare | 9.230 | 11.185 |
Communication Services | 7.900 | 7.481 |
Consumer Defensive | 5.800 | 5.809 |
Real Estate | 4.390 | 3.143 |
Energy | 3.240 | 3.731 |
Basic Materials | 3.190 | 3.771 |
Utilities | 2.620 | 2.448 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMCB Equity Index Fund Inv | - | 49.08 | - | - | |
JPMCB EAFE Equity Index Investment | - | 22.86 | - | - | |
JPMCB Mid Cap Equity Index Investment | - | 5.38 | - | - | |
JPMCB Core Plus Bond Inv | - | 4.64 | - | - | |
JPMCB Emerging Markets Research Enh Eq | - | 4.28 | - | - | |
Emerg Mrkt Eq Ind Fd-Invest Cl | - | 4.28 | - | - | |
JPMCB Small Cap Equity Index Investment | - | 2.89 | - | - | |
JPMCB U.S. REIT Index | - | 1.76 | - | - | |
JPMCB Core Bond Fund Inv | - | 1.55 | - | - | |
JPMCB High Yield Fund Inv | - | 1.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMCB SmartRetirement DRE 2035 Fund | 206.79M | 0.39 | 6.87 | 6.94 |
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