Jpmorgan Income Fund Quote
| JMSIX Fund | USD 8.53 0.01 0.12% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Jpmorgan Income is trading at 8.53 as of the 1st of February 2025; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 8.52. Jpmorgan Income 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. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests primarily in U.S. dollar denominated securities, although the fund may also invest in non-dollar denominated securities. Although it has the flexibility to invest above 65 percent of its total assets in investments that are rated below investment grade or the unrated equivalent to take advantage of market opportunities, under normal market conditions the fund invests at least 35 percent of its total assets in investments that, at the time of purchase, are rated investment grade or the unrated equivalent.. More on Jpmorgan Income Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Multisector Bond Funds, Multisector Bond, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Jpmorgan Income Fund [JMSIX] is traded in USA and was established 1st of February 2025. Jpmorgan Income is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of JPMorgan family. This fund currently has accumulated 9.44 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Income is currently producing year-to-date (YTD) return of 0.97% with the current yeild of 0.06%, while the total return for the last 3 years was 2.56%.
Check Jpmorgan Income 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 Income 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 Income Fund Mutual Fund Constituents
| BKLN | Invesco Senior Loan | Etf | Bank Loan | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| JINXX | Jpmorgan Trust I | Money Market Fund | US Money Market Fund | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan |
Jpmorgan Income Top Holders
| KAMAX | Kensington Managed Income | Mutual Fund | Nontraditional Bond | |
| KAMCX | Kensington Managed Income | Mutual Fund | Nontraditional Bond | |
| KAMIX | Kensington Managed Income | Mutual Fund | Nontraditional Bond | |
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | Allocation--50% to 70% Equity |
Jpmorgan Income Risk Profiles
| Mean Deviation | 0.0983 | |||
| Standard Deviation | 0.1521 | |||
| Variance | 0.0231 | |||
| Downside Variance | 0.0209 |
Jpmorgan Income Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Income 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 Income security.
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