Jpmorgan Opportunistic Equity Fund Fundamentals
| JOELXDelisted Fund | USD 17.52 0.00 0.00% |
Jpmorgan Opportunistic Equity fundamentals help investors to digest information that contributes to Jpmorgan Opportunistic'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 Opportunistic'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 Opportunistic mutual fund.
Jpmorgan |
Jpmorgan Opportunistic Equity Mutual Fund Price To Book Analysis
Jpmorgan Opportunistic's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Jpmorgan Opportunistic Price To Book | 3.64 X |
Most of Jpmorgan Opportunistic's fundamental indicators, such as Price To Book, 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 Opportunistic Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
CompetitionBased on the latest financial disclosure, Jpmorgan Opportunistic Equity has a Price To Book of 3.64 times. This is much higher than that of the JPMorgan family and significantly higher than that of the Long-Short Equity category. The price to book for all United States funds is notably lower than that of the firm.
Jpmorgan Opportunistic Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Opportunistic's current stock value. Our valuation model uses many indicators to compare Jpmorgan Opportunistic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Opportunistic competition to find correlations between indicators driving Jpmorgan Opportunistic's intrinsic value. More Info.Jpmorgan Opportunistic Equity is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Opportunistic Equity is roughly 6.48 . 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 Opportunistic's earnings, one of the primary drivers of an investment's value.Jpmorgan Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Opportunistic's direct or indirect competition against its Price To Book 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 Opportunistic could also be used in its relative valuation, which is a method of valuing Jpmorgan Opportunistic by comparing valuation metrics of similar companies.Jpmorgan Opportunistic is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Jpmorgan Opportunistic
The fund invests 100.23% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Jpmorgan Opportunistic'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 | 23.60 X | |||
| Price To Book | 3.64 X | |||
| Price To Sales | 2.04 X | |||
| Total Asset | 536.35 M | |||
| One Year Return | 5.25 % | |||
| Three Year Return | 2.92 % | |||
| Five Year Return | 4.57 % | |||
| Net Asset | 536.35 M | |||
| Cash Position Weight | (0.23) % | |||
| Equity Positions Weight | 100.23 % |
About Jpmorgan Opportunistic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Opportunistic Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Opportunistic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Opportunistic Equity 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.Under normal circumstances, the fund will invest at least 80 percent of its assets in long and short positions in equity securities, selecting from a universe of equity securities with market capitalizations similar to those included in the Russell 1000 andor SP 500 Index, at the time of purchase. Jpmorgan Opportunistic is traded on NASDAQ Exchange in the United States.
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.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 bureau of economic analysis. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Consideration for investing in Jpmorgan Mutual Fund
If you are still planning to invest in Jpmorgan Opportunistic check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Jpmorgan Opportunistic's history and understand the potential risks before investing.
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