Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
JPMorgan SmartRetirement® Blend 2050 Sel 1% 0% 5% 2% 12% - 2015-07-31
JPMorgan SmartRetirement® Blend 2020 Sel 1% 0% 4% 2% 8% - 2015-07-31
JPMorgan SmartRetirement® Blend 2030 Sel 1% 0% 4% 2% 10% - 2015-07-31
JPMorgan SmartRetirement® Blend 2045 R6 1% 0% 5% 3% 12% - 2015-07-31
JPMorgan SmartRetirement® Blend 2055 R6 1% 0% 5% 3% 12% - 2015-07-31
Salient MLP & Energy Infrastructure II I -5% -12% -16% -7% 11% - 2015-07-31
JPMorgan SmartRetirement® Blend 2020 R6 1% 0% 4% 2% 8% - 2015-07-31
JPMorgan SmartRetirement® Blend 2030 R6 1% 0% 5% 2% 11% - 2015-07-31
JPMorgan SmartRetirement® Blend 2035 Sel 1% 0% 5% 2% 11% - 2015-07-31
JPMorgan SmartRetirement® Blend 2045 Sel 1% 0% 5% 2% 12% - 2015-07-31
JPMorgan SmartRetirement® Blend 2015 Sel 0% 0% 3% 1% 6% - 2015-07-31
JPMorgan SmartRetirement® Blend 2025 Sel 1% 0% 4% 2% 9% - 2015-07-31
JPMorgan SmartRetirement® Blend 2040 R6 1% 0% 5% 3% 12% - 2015-07-31
JPMorgan SmartRetirement® Blend 2050 R6 1% 0% 5% 3% 12% - 2015-07-31
JPMorgan SmartRetirement® Blend 2055 Sel 1% 0% 5% 2% 11% - 2015-07-31
Fuh Hwa CSI 300 A ETF -12% -16% 70% 7% 17% 4295M 2015-07-31
INSCH BLACKGOLD 0% 2% 10% 5% 9% - 2015-07-31
INSCH GOLDILOCKS 0% -9% -13% -12% -6% - 2015-07-31
New Capital Strategic Portfolio Ltd C 0% -3% 1% 2% 7% 84M 2015-07-31
New Capital Strategic Portfolio Ltd G 0% -2% 4% 3% 9% 180M 2015-07-31
New Capital Strategic Portfolio Ltd B 0% -3% 1% 2% 7% 119M 2015-07-31
New Capital Strategic Portfolio Ltd F 0% -2% 2% 2% 6% 180M 2015-07-31
New Capital Strategic Portfolio Ltd K 0% -3% 1% 2% 4% 1131M 2015-07-31
New Capital Strategic Portfolio Ltd D 0% -3% 1% 1% 4% 127M 2015-07-31
New Capital Strategic Portfolio Ltd H 0% -2% 2% 2% 6% 172M 2015-07-31
New Capital Strategic Portfolio Ltd J 0% -2% 4% 5% 7% 132M 2015-07-31
Cavalier High Income Institutional 0% 0% -3% 1% 4% - 2015-07-31
Rx Tax Advantaged Institutional 0% 0% 1% 0% 0% - 2015-07-31
Cavalier Dividend Income Institutional 0% -3% -2% 1% 6% - 2015-07-31
Cavalier Tactical Rotation Institutional 2% 2% 9% 3% 11% - 2015-07-31

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