Jpmorgan Short Intermediate Municipal Fund Holdings Turnover

STMCX Fund  USD 10.24  0.01  0.1%   
Jpmorgan Short Intermediate Municipal fundamentals help investors to digest information that contributes to Jpmorgan Short-intermedia'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 Short-intermedia'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 Short-intermedia mutual fund.
  
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Jpmorgan Short Intermediate Municipal Mutual Fund Holdings Turnover Analysis

Jpmorgan Short-intermedia's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.

Holding Turnover

 = 

Year Cash Flow

Net Asset

X

100

More About Holdings Turnover | All Equity Analysis
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
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According to the company disclosure, Jpmorgan Short Intermediate Municipal has a Holdings Turnover of 0.0%. This indicator is about the same for the JPMorgan average (which is currently at 0.0) family and about the same as Muni National Short (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

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Fund Asset Allocation for Jpmorgan Short-intermedia

The fund consists of 89.27% investments in fixed income securities, with the rest of funds allocated in cash.
Asset allocation divides Jpmorgan Short-intermedia'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

About Jpmorgan Short-intermedia Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Short Intermediate Municipal's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Short-intermedia using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Short Intermediate Municipal 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.

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Other Information on Investing in JPMORGAN Mutual Fund

Jpmorgan Short-intermedia 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 Short-intermedia security.
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