Jpmorgan Large Cap Fund Quote
| HLQVX Fund | USD 20.70 0.16 0.78% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Large is trading at 20.70 as of the 30th of January 2025; that is 0.78 percent up since the beginning of the trading day. The fund's open price was 20.54. Jpmorgan Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities of large companies, including common stocks, and debt and preferred securities which are convertible to common stock. Assets means net assets, plus the amount of borrowings for investment purposes. More on Jpmorgan Large Cap
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Large Value Funds, Large Value, JPMorgan, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Large Cap [HLQVX] is traded in USA and was established 30th of January 2025. Jpmorgan Large is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund currently has accumulated 3.47 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Large Cap is currently producing year-to-date (YTD) return of 5.14% with the current yeild of 0.01%, while the total return for the last 3 years was 10.25%.
Check Jpmorgan Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Large Cap Mutual Fund Constituents
| KEY | KeyCorp | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| MS | Morgan Stanley | Stock | Financials | |
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary | |
| CVX | Chevron Corp | Stock | Energy | |
| PXD | Pioneer Natural Resources | Stock | Energy | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| EOG | EOG Resources | Stock | Energy |
Jpmorgan Large Top Holders
| PFSEX | Riskproreg 30 Fund | Mutual Fund | World Large-Stock Blend | |
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | Allocation--50% to 70% Equity |
Jpmorgan Large Cap Risk Profiles
| Mean Deviation | 0.738 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.08 | |||
| Risk Adjusted Performance | (0.04) |
Jpmorgan Large Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Large 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 Large security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |