Jpmorgan Smartretirement Blend Fund Filter Stocks by Fundamentals
JIBBX Fund | USD 18.87 0.03 0.16% |
Jpmorgan Smartretirement Blend fundamentals help investors to digest information that contributes to Jpmorgan Smartretirement*'s financial success or failures. It also enables traders to predict the movement of Jpmorgan Mutual Fund. The fundamental analysis module provides a way to measure Jpmorgan Smartretirement*'s intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jpmorgan Smartretirement* mutual fund.
Jpmorgan |
Did you try this?
Run Theme Ratings Now
Theme RatingsDetermine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |
All Next | Launch Module |
Fund Asset Allocation for Jpmorgan Smartretirement*
The fund invests 39.55% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.79%) , cash (11.39%) and various exotic instruments.Asset allocation divides Jpmorgan Smartretirement*'s investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
Price To Earning | 17.16 X | ||||
Price To Book | 1.96 X | ||||
Price To Sales | 1.39 X | ||||
Total Asset | 646 M | ||||
Annual Yield | 0.03 % | ||||
Year To Date Return | 8.38 % | ||||
One Year Return | 14.64 % | ||||
Three Year Return | 1.46 % | ||||
Five Year Return | 4.27 % | ||||
Net Asset | 396.17 M | ||||
Last Dividend Paid | 0.11 | ||||
Cash Position Weight | 11.39 % | ||||
Equity Positions Weight | 39.55 % | ||||
Bond Positions Weight | 4.79 % |
About Jpmorgan Smartretirement* Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Smartretirement Blend's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Smartretirement* using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Smartretirement Blend based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |