Jpmorgan Large Cap Fund Filter Stocks by Fundamentals
Jpmorgan Large Cap fundamentals help investors to digest information that contributes to Jpmorgan'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'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 mutual fund.
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Fund Asset Allocation for Jpmorgan
The fund consists of 95.75% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Jpmorgan'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 | 17.67 X | ||||
| Price To Book | 2.29 X | ||||
| Price To Sales | 1.85 X | ||||
| Total Asset | 837.81 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 30.42 % | ||||
| One Year Return | 37.92 % | ||||
| Three Year Return | 11.73 % | ||||
| Five Year Return | 18.58 % | ||||
| Ten Year Return | 12.57 % | ||||
| Net Asset | 1.43 B | ||||
| Cash Position Weight | 4.25 % | ||||
| Equity Positions Weight | 95.75 % |
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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.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Other Tools for Jpmorgan Mutual Fund
When running Jpmorgan's price analysis, check to measure Jpmorgan's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jpmorgan is operating at the current time. Most of Jpmorgan's value examination focuses on studying past and present price action to predict the probability of Jpmorgan's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jpmorgan's price. Additionally, you may evaluate how the addition of Jpmorgan to your portfolios can decrease your overall portfolio volatility.
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