Riskproreg Dynamic 20 30 Fund Quote

PFJDX Fund  USD 11.48  0.04  0.35%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 27

 
High
 
Low
Below Average
Riskproreg; Dynamic is trading at 11.48 as of the 25th of November 2024; that is 0.35% increase since the beginning of the trading day. The fund's open price was 11.44. Riskproreg; Dynamic has about a 27 % 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 Riskproreg Dynamic 20 30 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets, plus any amounts for borrowing, in shares of mutual funds or ETFs advised by J.P. Morgan, under normal market circumstances. Each JP Morgan underlying fund and Other underlying fund invests primarily in equity andor fixed-income securities, to obtain exposure to the broad equity and fixed income markets.. More on Riskproreg Dynamic 20 30

Moving together with Riskproreg; Mutual Fund

  0.95PFESX Pfg Br EquityPairCorr
  0.93PFGGX Pfg American FundsPairCorr
  0.96PFFFX Pfg Fidelity InstituPairCorr

Riskproreg; Mutual Fund Highlights

Fund ConcentrationThe Pacific Financial Group Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, The Pacific Financial Group (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of August 2022
Fiscal Year EndApril
Riskproreg Dynamic 20 30 [PFJDX] is traded in USA and was established 25th of November 2024. Riskproreg; Dynamic is listed under The Pacific Financial Group category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of The Pacific Financial Group family. This fund at this time has accumulated 163.95 M in assets with no minimum investment requirementsRiskproreg; Dynamic is currently producing year-to-date (YTD) return of 12.4% with the current yeild of 0.0%, while the total return for the last 3 years was 2.39%.
Check Riskproreg; Dynamic 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 Riskproreg; 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 Riskproreg; 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 Riskproreg Dynamic 20 30 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 Riskproreg Dynamic 20 30 Mutual Fund Constituents

JGASXJpmorgan Growth AdvantageMutual FundLarge Growth
JLPSXJpmorgan Large CapMutual FundLarge Blend
JMOMJPMorgan Momentum FactorEtfLarge Growth
OHYFXJpmorgan High YieldMutual FundHigh Yield Bond
OGFAXJpmorgan Equity IndexMutual FundLarge Blend
JVALJPMorgan Value FactorEtfLarge Value
JPUSJPMorgan Diversified ReturnEtfMid-Cap Value
SEEGXJpmorgan Large CapMutual FundLarge Growth
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Riskproreg; Dynamic Risk Profiles

Riskproreg; Dynamic Against Markets

Other Information on Investing in Riskproreg; Mutual Fund

Riskproreg; Dynamic financial ratios help investors to determine whether Riskproreg; 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 Riskproreg; with respect to the benefits of owning Riskproreg; Dynamic security.
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