Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
Salient MLP & Energy Infrastructure II I -4% -2% -14% -1% 14% - 2015-06-30
JPMorgan SmartRetirement® Blend 2020 R6 -1% -1% 2% 1% 8% - 2015-06-30
JPMorgan SmartRetirement® Blend 2030 R6 -1% 0% 2% 1% 10% - 2015-06-30
JPMorgan SmartRetirement® Blend 2035 Sel -2% 0% 2% 1% 11% - 2015-06-30
JPMorgan SmartRetirement® Blend 2045 Sel -2% 0% 2% 1% 11% - 2015-06-30
JPMorgan SmartRetirement® Blend 2015 Sel -1% -1% 0% 0% 6% - 2015-06-30
JPMorgan SmartRetirement® Blend 2025 Sel -1% -1% 1% 0% 9% - 2015-06-30
JPMorgan SmartRetirement® Blend 2040 R6 -2% 0% 2% 1% 12% - 2015-06-30
JPMorgan SmartRetirement® Blend 2050 R6 -2% 0% 2% 1% 12% - 2015-06-30
JPMorgan SmartRetirement® Blend 2055 Sel -2% 0% 2% 1% 11% - 2015-06-30
Fuh Hwa CSI 300 A ETF -6% 9% 115% 22% 23% 4295M 2015-06-30
INSCH BLACKGOLD 2% 2% 9% 4% 9% - 2015-06-30
INSCH GOLDILOCKS -6% -10% -13% -12% -6% - 2015-06-30
New Capital Strategic Portfolio Ltd C -2% 0% 2% 2% 7% 86M 2015-06-30
New Capital Strategic Portfolio Ltd G -2% 0% 4% 3% 9% 175M 2015-06-30
New Capital Strategic Portfolio Ltd B -2% 0% 1% 2% 7% 121M 2015-06-30
New Capital Strategic Portfolio Ltd F -2% 0% 2% 2% 6% 182M 2015-06-30
New Capital Strategic Portfolio Ltd D -2% 0% 1% 1% 4% 126M 2015-06-30
New Capital Strategic Portfolio Ltd H -2% 0% 2% 2% 6% 168M 2015-06-30
New Capital Strategic Portfolio Ltd J -2% 1% 4% 4% 7% 135M 2015-06-30
Rx High Income Institutional -1% 0% -5% 1% 4% - 2015-06-30
Rx Tax Advantaged Institutional 0% 0% 1% 0% 0% - 2015-06-30
Rx Dividend Income Institutional -1% 0% -3% 1% 7% - 2015-06-30
Rx Tactical Rotation Institutional -1% 0% 5% 1% 11% - 2015-06-30
Rx Non Traditional Institutional -2% -2% -3% -2% 0% - 2015-06-30
Rx Premier Managers Institutional -2% -1% 0% 0% 9% - 2015-06-30
Rx Traditional Equity Institutional -1% 0% 1% 2% 11% - 2015-06-30
Rx Traditional Fixed Income Instl 0% 0% 0% 0% -1% - 2015-06-30
SWC (CH) Index EF CH Total (I) N -4% -2% 5% 0% 9% 13M 2015-06-30
SWC (CH) Index EF USA N -1% 0% 6% 1% 0% 15M 2015-06-30

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