Jpmorgan Diversified Fund Quote
| JDVZX Fund | USD 16.34 0.01 0.06% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Jpmorgan Diversified is trading at 16.34 as of the 29th of November 2024; that is 0.06% up since the beginning of the trading day. The fund's open price was 16.33. Jpmorgan Diversified has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Jpmorgan Diversified Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The funds adviser typically seeks to invest the funds assets among various types of asset classes based on the following allocation 3580 percent equity securities 1565 percent fixed income securities 010 percent convertible securities. The fund invests in separate underlying strategies by investing directly in individual securities, in other mutual funds and ETFs within the same group of investment companies.. More on Jpmorgan Diversified Fund
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Diversified Fund [JDVZX] is traded in USA and was established 29th of November 2024. Jpmorgan Diversified is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of JPMorgan family. This fund currently has accumulated 883.53 M in assets under management (AUM) with minimum initial investment of 15 M. Jpmorgan Diversified is currently producing year-to-date (YTD) return of 12.41% with the current yeild of 0.02%, while the total return for the last 3 years was 3.35%.
Check Jpmorgan Diversified 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 Diversified Fund 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 Diversified Fund Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| JEMWX | Jpmorgan Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| JMGIX | Jpmorgan Managed Income | Mutual Fund | Ultrashort Bond | |
| JLVMX | Jpmorgan Large Cap | Mutual Fund | Large Value | |
| JINXX | Jpmorgan Trust I | Money Market Fund | US Money Market Fund |
Jpmorgan Diversified Risk Profiles
| Mean Deviation | 0.3995 | |||
| Semi Deviation | 0.5154 | |||
| Standard Deviation | 0.5293 | |||
| Variance | 0.2802 |
Jpmorgan Diversified Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Diversified 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 Diversified security.
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