Jp Morgan Smartretirement Fund Quote
| JTSQX Fund | USD 22.95 0.14 0.61% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jp Morgan is trading at 22.95 as of the 17th of January 2025; that is 0.61% up since the beginning of the trading day. The fund's open price was 22.81. Jp Morgan has about a 22 % 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. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund is generally intended for investors who plan to retire around the year 2050 . Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.. More on Jp Morgan Smartretirement
Moving together with JTSQX Mutual Fund
JTSQX Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2050 Funds, Moderate Funds, Hybrid Mix Funds, Target-Date 2050, JPMorgan, Large Blend, Target-Date 2050 (View all Sectors) |
| Update Date | 31st of December 2024 |
Jp Morgan Smartretirement [JTSQX] is traded in USA and was established 17th of January 2025. Jp Morgan is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2050 category and is part of JPMorgan family. The entity is thematically classified as Moderate Funds. This fund currently has accumulated 3.96 B in assets under management (AUM) with no minimum investment requirementsJp Morgan Smartretirement is currently producing year-to-date (YTD) return of 0.8% with the current yeild of 0.02%, while the total return for the last 3 years was 4.19%.
Check Jp Morgan 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 JTSQX 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 JTSQX 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 Jp Morgan Smartretirement 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 Jp Morgan Smartretirement Mutual Fund Constituents
| JGVVX | Jpmorgan Growth Advantage | Mutual Fund | Large Growth | |
| JVAYX | Jpmorgan Value Advantage | Mutual Fund | Large Value | |
| JUEMX | Jpmorgan Equity Fund | Mutual Fund | Large Blend | |
| JNEMX | Jpmorgan International Equity | Mutual Fund | Foreign Large Blend | |
| JMGIX | Jpmorgan Managed Income | Mutual Fund | Ultrashort Bond | |
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond | |
| BBMC | JPMorgan BetaBuilders Mid | Etf | Mid-Cap Blend | |
| JEMA | JPMorgan Emerging Markets | Etf | Diversified Emerging Mkts |
Jp Morgan Smartretirement Risk Profiles
| Mean Deviation | 0.4946 | |||
| Standard Deviation | 0.6806 | |||
| Variance | 0.4633 | |||
| Risk Adjusted Performance | (0.03) |
Jp Morgan Against Markets
Other Information on Investing in JTSQX Mutual Fund
Jp Morgan financial ratios help investors to determine whether JTSQX 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 JTSQX with respect to the benefits of owning Jp Morgan security.
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