Jpmorgan Disciplined Equity Fund Quote
| JDESX Fund | USD 46.99 0.27 0.58% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Jpmorgan Disciplined is trading at 46.99 as of the 27th of November 2024; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 46.72. Jpmorgan Disciplined has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Disciplined Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the SP 500 Index . The fund may also invest in securities not included within the SP 500 Index. More on Jpmorgan Disciplined Equity
Moving together with Jpmorgan Mutual Fund
| 0.83 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.82 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.82 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.82 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.83 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.81 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Large Blend, JPMorgan, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Disciplined Equity [JDESX] is traded in USA and was established 27th of November 2024. Jpmorgan Disciplined is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Blend category and is part of JPMorgan family. This fund currently has accumulated 7.63 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Disciplined is currently producing year-to-date (YTD) return of 25.1% with the current yeild of 0.01%, while the total return for the last 3 years was 10.19%.
Check Jpmorgan Disciplined 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 Disciplined Equity 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 Disciplined Equity Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials |
Jpmorgan Disciplined Risk Profiles
| Mean Deviation | 0.5339 | |||
| Semi Deviation | 0.6746 | |||
| Standard Deviation | 0.7653 | |||
| Variance | 0.5857 |
Jpmorgan Disciplined Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Disciplined 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 Disciplined security.
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