Jpmorgan Floating Financials
| JPHAX Fund | USD 8.52 0.05 0.58% |
Jpmorgan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jpmorgan Floating Fund Summary
Jpmorgan Floating competes with Nuveen Massachusetts, Intermediate-term, Franklin High, Oklahoma Municipal, and Ab Impact. The fund invests mainly in floating rate debt instruments issued by corporations. It normally invests at least 80 percent of its assets in floating rate instruments including Loans, convertible securities, corporate bonds, preferred shares and other floating rate debt instruments. The fund may invest up to 100 percent of its total assets in below investment grade securities or unrated securities that the adviser deems to be of equivalent quality. Up to 20 percent of the funds total assets may be invested in non-U.S. dollar denominated securities in foreign and emerging markets.Specialization | Bank Loan, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US48121L5369 |
| Business Address | JPMorgan Trust I |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Jpmorgan Floating Key Financial Ratios
Jpmorgan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Floating's current stock value. Our valuation model uses many indicators to compare Jpmorgan Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Floating competition to find correlations between indicators driving Jpmorgan Floating's intrinsic value. More Info.Jpmorgan Floating Rate is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 89.45 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Floating's earnings, one of the primary drivers of an investment's value.Jpmorgan Floating Rate Systematic Risk
Jpmorgan Floating's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jpmorgan Floating volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Jpmorgan Floating Rate correlated with the market. If Beta is less than 0 Jpmorgan Floating generally moves in the opposite direction as compared to the market. If Jpmorgan Floating Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jpmorgan Floating Rate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jpmorgan Floating is generally in the same direction as the market. If Beta > 1 Jpmorgan Floating moves generally in the same direction as, but more than the movement of the benchmark.
Jpmorgan Floating November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jpmorgan Floating help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jpmorgan Floating Rate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jpmorgan Floating Rate based on widely used predictive technical indicators. In general, we focus on analyzing Jpmorgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jpmorgan Floating's daily price indicators and compare them against related drivers.
| Information Ratio | (1.03) | |||
| Maximum Drawdown | 0.3544 | |||
| Potential Upside | 0.1189 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Floating financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Floating security.
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