Jpmorgan Intrepid European Fund Quote

JFEIX Fund  USD 33.12  0.32  0.98%   

Performance

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Odds Of Distress

Less than 21

 
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Jpmorgan Intrepid is trading at 33.12 as of the 1st of December 2024; that is 0.98 percent up since the beginning of the trading day. The fund's open price was 32.8. Jpmorgan Intrepid has about a 21 % 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. Equity ratings for Jpmorgan Intrepid European are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests primarily in equity securities issued by companies with principal business activities in Western Europe. Under normal market conditions, it invests at least 80 percent of the value of its assets in equity securities of European issuers. More on Jpmorgan Intrepid European

Moving against Jpmorgan Mutual Fund

  0.73OSGIX Jpmorgan Mid CapPairCorr
  0.73JPHAX Jpmorgan Floating RatePairCorr
  0.66OSGCX Jpmorgan Small CapPairCorr
  0.57JPGSX Jpmorgan Intrepid GrowthPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Blend Funds, Europe Stock Funds, Europe Stock, JPMorgan (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2019
Fiscal Year EndOctober
Jpmorgan Intrepid European [JFEIX] is traded in USA and was established 1st of December 2024. Jpmorgan Intrepid is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of JPMorgan family. This fund currently has accumulated 559.67 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Intrepid is currently producing year-to-date (YTD) return of 6.27% with the current yeild of 0.03%, while the total return for the last 3 years was 3.01%.
Check Jpmorgan Intrepid 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 Intrepid European 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 Intrepid European Mutual Fund Constituents

VWSYFVestas Wind SystemsPink SheetSpecialty Industrial Machinery
KBCSFKBC Group NVPink SheetBanks—Regional
DSMBny Mellon StrategicFundAsset Management
LZAGFLonza GroupPink SheetDiagnostics & Research
ROGRogersStockInformation Technology
PGPHFPartners GroupPink SheetAsset Management
NVSEFNovartis AGPink SheetDrug Manufacturers—General
NOVNNovan IncStockHealth Care
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Jpmorgan Intrepid Top Holders

JFTUXJpmorgan Investor GrowthMutual FundAllocation--85%+ Equity
OGGCXJpmorgan Investor GrowthMutual FundAllocation--85%+ Equity
ONGAXJpmorgan Investor GrowthMutual FundAllocation--85%+ Equity
ONIFXJpmorgan Investor GrowthMutual FundAllocation--85%+ Equity
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Jpmorgan Intrepid Risk Profiles

Jpmorgan Intrepid Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Intrepid 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 Intrepid security.
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