Jpmorgan Smartretirement 2035 Fund Quote
| SRJIX Fund | USD 21.24 0.13 0.62% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Smartretirement is trading at 21.24 as of the 25th of November 2024; that is 0.62 percent up since the beginning of the trading day. The fund's open price was 21.11. Jpmorgan Smartretirement has about a 22 % 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 Smartretirement 2035 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 is generally intended for investors who plan to retire around the year 2035 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in other financial instruments.. More on Jpmorgan Smartretirement 2035
Moving together with Jpmorgan Mutual Fund
| 1.0 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2035 Funds, Target-Date 2035, JPMorgan, Large Blend, Target-Date 2035 (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Smartretirement 2035 [SRJIX] is traded in USA and was established 25th of November 2024. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2035 category and is part of JPMorgan family. This fund at this time has accumulated 6.65 B in assets with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 12.8% with the current yeild of 0.02%, while the total return for the last 3 years was 3.05%.
Check Jpmorgan Smartretirement 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 Smartretirement 2035 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 Smartretirement 2035 Mutual Fund Constituents
| CBFVX | Jpmorgan Porate Bond | Mutual Fund | Corporate Bond | |
| EMRSX | Jpmorgan Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| IUENX | Jpmorgan International Unconstrained | Mutual Fund | Foreign Large Blend | |
| JCBUX | Jpmorgan E Bond | Mutual Fund | Intermediate Core Bond | |
| JCPUX | Jpmorgan E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| JDEUX | Jpmorgan Disciplined Equity | Mutual Fund | Large Blend | |
| JGVVX | Jpmorgan Growth Advantage | Mutual Fund | Large Growth | |
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond |
Jpmorgan Smartretirement Risk Profiles
| Mean Deviation | 0.4003 | |||
| Semi Deviation | 0.4772 | |||
| Standard Deviation | 0.5244 | |||
| Variance | 0.275 |
Jpmorgan Smartretirement Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement 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 Smartretirement security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| 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 | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
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