Jpmorgan Small Pany Fund Quote
| JUSMX Fund | USD 21.20 0.30 1.44% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Jpmorgan is trading at 21.20 as of the 26th of November 2024; that is 1.44% up since the beginning of the trading day. The fund's open price was 20.9. Jpmorgan has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Jpmorgan Small Pany are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000 Index at the time of purchase.. More on Jpmorgan Small Pany
Moving together with Jpmorgan Mutual Fund
| 0.73 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.72 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.72 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.72 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.73 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.71 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Small Blend Funds, Small Blend, JPMorgan, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Small Pany [JUSMX] is traded in USA and was established 26th of November 2024. Jpmorgan is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Small Blend category and is part of JPMorgan family. This fund currently has accumulated 1.8 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Small Pany is currently producing year-to-date (YTD) return of 20.18% with the current yeild of 0.01%, while the total return for the last 3 years was 4.14%.
Check Jpmorgan 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 Small Pany 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 Small Pany Mutual Fund Constituents
| ANF | Abercrombie Fitch | Stock | Consumer Discretionary | |
| PRFT | Perficient | Stock | Information Technology | |
| JIMXX | Jpmorgan Trust I | Money Market Fund | US Money Market Fund | |
| AGX | Argan Inc | Stock | Industrials | |
| HRI | Herc Holdings | Stock | Industrials | |
| KBH | KB Home | Stock | Consumer Discretionary | |
| EBC | Eastern Bankshares | Stock | Financials | |
| SNBR | Sleep Number Corp | Stock | Consumer Discretionary |
Jpmorgan Small Pany Risk Profiles
| Mean Deviation | 0.9398 | |||
| Semi Deviation | 0.9924 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.79 |
Jpmorgan Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan 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 security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |