Jpmorgan Intrepid European Fund Quote
| VEUAX Fund | USD 31.29 0.20 0.64% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Jpmorgan Intrepid is trading at 31.29 as of the 27th of November 2024; that is 0.64% down since the beginning of the trading day. The fund's open price was 31.49. Jpmorgan Intrepid has about a 23 % 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. Equity ratings for Jpmorgan Intrepid European are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in equity securities issued by companies with principal business activities in Western Europe. Under normal market conditions, it invests at least 80 percent of the value of its assets in equity securities of European issuers. More on Jpmorgan Intrepid European
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Europe Stock Funds, Europe Stock, JPMorgan, Large Value, Europe Stock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Jpmorgan Intrepid European [VEUAX] is traded in USA and was established 27th of November 2024. Jpmorgan Intrepid is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of JPMorgan family. This fund at this time has accumulated 598.73 M in net assets with no minimum investment requirementsJpmorgan Intrepid is currently producing year-to-date (YTD) return of 5.94% with the current yeild of 0.03%, while the total return for the last 3 years was 2.63%.
Check Jpmorgan Intrepid 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 Intrepid European 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 Intrepid European Mutual Fund Constituents
| RIO | Rio Tinto ADR | Stock | Materials | |
| DSM | Bny Mellon Strategic | Fund | Asset Management | |
| KBCSF | KBC Group NV | Pink Sheet | Banks—Regional | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| ROG | Rogers | Stock | Information Technology | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| NOVN | Novan Inc | Stock | Health Care | |
| NONOF | Novo Nordisk AS | Pink Sheet | Biotechnology |
Jpmorgan Intrepid Risk Profiles
| Mean Deviation | 0.6299 | |||
| Standard Deviation | 0.7994 | |||
| Variance | 0.6391 | |||
| Risk Adjusted Performance | (0.10) |
Jpmorgan Intrepid Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Intrepid 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 Intrepid security.
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