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 2020 Sel 2% 2% 15% 6% 11% - 2014-08-31
JPMorgan SmartRetirement® Blend 2030 Sel 2% 2% 18% 6% 14% - 2014-08-31
JPMorgan SmartRetirement® Blend 2045 R6 2% 2% 20% 7% 16% - 2014-08-31
JPMorgan SmartRetirement® Blend 2055 R6 2% 3% 20% 7% 16% - 2014-08-31
Salient MLP & Energy Infrastructure II I 8% 15% 48% 30% 33% - 2014-08-31
JPMorgan SmartRetirement® Blend 2020 R6 2% 2% 15% 6% 11% - 2014-08-31
JPMorgan SmartRetirement® Blend 2030 R6 2% 2% 18% 7% 14% - 2014-08-31
JPMorgan SmartRetirement® Blend 2035 Sel 2% 2% 20% 7% 15% - 2014-08-31
JPMorgan SmartRetirement® Blend 2045 Sel 2% 2% 20% 7% 16% - 2014-08-31
JPMorgan SmartRetirement® Blend 2015 Sel 1% 1% 12% 5% 9% - 2014-08-31
JPMorgan SmartRetirement® Blend 2025 Sel 2% 2% 17% 6% 13% - 2014-08-31
JPMorgan SmartRetirement® Blend 2040 R6 2% 3% 20% 7% 16% - 2014-08-31
JPMorgan SmartRetirement® Blend 2050 R6 2% 3% 20% 7% 16% - 2014-08-31
JPMorgan SmartRetirement® Blend 2055 Sel 2% 2% 19% 7% 16% - 2014-08-31
Fuh Hwa CSI 300 A ETF 0% 11% 1% 0% -1% 4295M 2014-08-31
New Capital Strategic Portfolio Ltd C 0% 1% 13% 4% 8% 86M 2014-08-31
New Capital Strategic Portfolio Ltd G 0% 2% 15% 6% 10% 153M 2014-08-31
New Capital Strategic Portfolio Ltd B 0% 1% 12% 4% 8% 109M 2014-08-31
New Capital Strategic Portfolio Ltd F 0% 1% 12% 4% 6% 179M 2014-08-31
New Capital Strategic Portfolio Ltd K 0% 1% 13% 4% 5% 998M 2014-08-31
New Capital Strategic Portfolio Ltd D 0% 1% 12% 4% 5% 131M 2014-08-31
New Capital Strategic Portfolio Ltd H 0% 2% 13% 5% 7% 155M 2014-08-31
New Capital Strategic Portfolio Ltd J 1% 3% 13% 4% 8% 143M 2014-08-31
Rx High Income Institutional 2% 2% 15% 10% 9% - 2014-08-31
Rx Tax Advantaged Institutional 0% 0% 5% 4% 0% - 2014-08-31
Rx Dividend Income Institutional 1% 1% 16% 4% 12% - 2014-08-31
Rx Tactical Rotation Institutional 3% 3% 20% 9% 14% - 2014-08-31
Rx Non Traditional Institutional 0% 1% 2% 3% 0% - 2014-08-31
Rx Premier Managers Institutional 2% 2% 15% 5% 14% - 2014-08-31
Rx Traditional Equity Institutional 3% 2% 18% 5% 16% - 2014-08-31

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