Jpmorgan Dynamic Small Fund Quote
| VSCOX Fund | USD 29.00 0.07 0.24% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Jpmorgan Dynamic is trading at 29.00 as of the 28th of November 2024; that is 0.24% down since the beginning of the trading day. The fund's open price was 29.07. Jpmorgan Dynamic has about a 20 % 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 Dynamic Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th 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 companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.. More on Jpmorgan Dynamic Small
Moving together with Jpmorgan Mutual Fund
| 0.69 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.68 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.68 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.68 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.69 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.67 | 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 Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Jpmorgan Dynamic Small [VSCOX] is traded in USA and was established 28th of November 2024. Jpmorgan Dynamic 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 at this time has accumulated 1.3 B in net assets with no minimum investment requirementsJpmorgan Dynamic Small is currently producing year-to-date (YTD) return of 19.68% with the current yeild of 0.0%, while the total return for the last 3 years was 3.17%.
Check Jpmorgan 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 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 Dynamic Small 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 Dynamic Small Mutual Fund Constituents
| HELE | Helen of Troy | Stock | Consumer Discretionary | |
| ENV | Envestnet | Stock | Information Technology | |
| TCBI | Texas Capital Bancshares | Stock | Financials | |
| WMS | Advanced Drainage Systems | Stock | Industrials | |
| TDOC | Teladoc | Stock | Health Care | |
| TREX | Trex Company | Stock | Industrials | |
| WWW | Wolverine World Wide | Stock | Consumer Discretionary | |
| GGG | Graco Inc | Stock | Industrials |
Jpmorgan Dynamic Small Risk Profiles
| Mean Deviation | 0.809 | |||
| Semi Deviation | 0.8611 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 |
Jpmorgan Dynamic Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Dynamic 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 Dynamic security.
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