Jpmorgan Smartretirement Blend Fund Fundamentals
| JITLX Fund | USD 19.49 0.12 0.62% |
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.
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Jpmorgan Smartretirement Blend Mutual Fund One Year Return Analysis
Jpmorgan Smartretirement*'s One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Smartretirement* One Year Return | 14.08 % |
Most of Jpmorgan Smartretirement*'s fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Smartretirement Blend is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Jpmorgan Smartretirement Blend has an One Year Return of 14.0754%. This is much higher than that of the JPMorgan family and significantly higher than that of the Target-Date Retirement category. The one year return for all United States funds is notably lower than that of the firm.
Jpmorgan Smartretirement* Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Smartretirement*'s current stock value. Our valuation model uses many indicators to compare Jpmorgan Smartretirement* value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Smartretirement* competition to find correlations between indicators driving Jpmorgan Smartretirement*'s intrinsic value. More Info.Jpmorgan Smartretirement Blend is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 1.60 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Smartretirement*'s earnings, one of the primary drivers of an investment's value.Jpmorgan One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Smartretirement*'s direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jpmorgan Smartretirement* could also be used in its relative valuation, which is a method of valuing Jpmorgan Smartretirement* by comparing valuation metrics of similar companies.Jpmorgan Smartretirement is currently under evaluation in one year return among similar funds.
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
| Total Asset | 646 M | ||||
| Year To Date Return | 8.82 % | ||||
| One Year Return | 14.08 % | ||||
| Three Year Return | 1.52 % | ||||
| Five Year Return | 4.02 % | ||||
| Net Asset | 396.17 M | ||||
| Last Dividend Paid | 0.09 | ||||
| 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.The fund is a fund of funds that invests in other mutual funds and exchange traded funds within the same group of investment companies and also invests in passive ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors who are retired or about to retire soon. The fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, with an emphasis on fixed income investments over equity investments and other investments.
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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.
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