Jpmorgan Equity Income Fund Quote
| OIERX Fund | USD 27.49 0.01 0.04% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Jpmorgan Equity is trading at 27.49 as of the 27th of November 2024; that is 0.04% down since the beginning of the trading day. The fund's open price was 27.5. Jpmorgan Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. More on Jpmorgan Equity Income
Moving together with Jpmorgan Mutual Fund
| 0.74 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.74 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.73 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.74 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.75 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.72 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Value Funds, Large Value, JPMorgan, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Equity Income [OIERX] is traded in USA and was established 27th of November 2024. Jpmorgan Equity is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund now has accumulated 18.92 B in assets with no minimum investment requirementsJpmorgan Equity Income is currently producing year-to-date (YTD) return of 20.66% with the current yeild of 0.02%, while the total return for the last 3 years was 8.38%.
Check Jpmorgan Equity 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 Equity Income 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 Equity Income Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| MRK | Merck Company | Stock | Health Care | |
| OXY | Occidental Petroleum | Stock | Energy | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Jpmorgan Equity Income Risk Profiles
| Mean Deviation | 0.5152 | |||
| Semi Deviation | 0.2724 | |||
| Standard Deviation | 0.6719 | |||
| Variance | 0.4515 |
Jpmorgan Equity Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Equity 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 Equity security.
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| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |