Jpmorgan Income Builder Fund Quote
| JNBSX Fund | USD 10.05 0.05 0.50% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Jpmorgan Income is trading at 10.05 as of the 26th of November 2024; that is 0.5 percent down since the beginning of the trading day. The fund's open price was 10.1. Jpmorgan Income 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 Income Builder are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of September 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. More on Jpmorgan Income Builder
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Jpmorgan Income Builder [JNBSX] is traded in USA and was established 26th of November 2024. Jpmorgan Income is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of JPMorgan family. This fund currently has accumulated 9.58 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Income Builder is currently producing year-to-date (YTD) return of 9.53% with the current yeild of 0.06%, while the total return for the last 3 years was 1.93%.
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 Builder 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 Builder Mutual Fund Constituents
| NOVN | Novan Inc | Stock | Health Care | |
| JEPI | JPMorgan Equity Premium | Etf | Derivative Income | |
| PLD | Prologis | Stock | Real Estate | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary |
Jpmorgan Income Builder Risk Profiles
| Mean Deviation | 0.2462 | |||
| Semi Deviation | 0.2525 | |||
| Standard Deviation | 0.3141 | |||
| Variance | 0.0987 |
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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