Jpmorgan Investor Growth Fund Manager Performance Evaluation
| ONGFX Fund | USD 20.92 0.10 0.48% |
The fund retains a Market Volatility (i.e., Beta) of 0.0183, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jpmorgan Investor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jpmorgan Investor is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Jpmorgan Investor Growth are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Jpmorgan Investor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 0.7200 |
Jpmorgan |
Jpmorgan Investor Relative Risk vs. Return Landscape
If you would invest 1,998 in Jpmorgan Investor Growth on November 1, 2025 and sell it today you would earn a total of 104.00 from holding Jpmorgan Investor Growth or generate 5.21% return on investment over 90 days. Jpmorgan Investor Growth is currently producing 0.0848% returns and takes up 0.5625% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Jpmorgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jpmorgan Investor Current Valuation
Undervalued
Today
Please note that Jpmorgan Investor's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Jpmorgan Investor Growth retains a regular Real Value of $22.59 per share. The prevalent price of the fund is $20.92. We determine the value of Jpmorgan Investor Growth from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jpmorgan Investor is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jpmorgan Mutual Fund. However, Jpmorgan Investor's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.92 | Real 22.59 | Hype 20.92 | Naive 21.1 |
The intrinsic value of Jpmorgan Investor's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jpmorgan Investor's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Jpmorgan Investor Growth helps investors to forecast how Jpmorgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jpmorgan Investor more accurately as focusing exclusively on Jpmorgan Investor's fundamentals will not take into account other important factors: Jpmorgan Investor Target Price Odds to finish over Current Price
The tendency of Jpmorgan Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.92 | 90 days | 20.92 | about 11.75 |
Based on a normal probability distribution, the odds of Jpmorgan Investor to move above the current price in 90 days from now is about 11.75 (This Jpmorgan Investor Growth probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Jpmorgan Investor has a beta of 0.0183. This indicates as returns on the market go up, Jpmorgan Investor average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Investor Growth will be expected to be much smaller as well. Additionally Jpmorgan Investor Growth has an alpha of 0.0738, implying that it can generate a 0.0738 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Jpmorgan Investor Price Density |
| Price |
Predictive Modules for Jpmorgan Investor
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Jpmorgan Investor Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Jpmorgan Investor Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Jpmorgan Investor is not an exception. The market had few large corrections towards the Jpmorgan Investor's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Jpmorgan Investor Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Jpmorgan Investor within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 0.02 | |
σ | Overall volatility | 0.48 | |
Ir | Information ratio | 0.04 |
Jpmorgan Investor Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Jpmorgan Investor for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Jpmorgan Investor Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 6.05% of its assets in cash |
Jpmorgan Investor Fundamentals Growth
Jpmorgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jpmorgan Investor, and Jpmorgan Investor fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jpmorgan Mutual Fund performance.
| Price To Earning | 16.75 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.27 X | |||
| Total Asset | 360.68 M | |||
About Jpmorgan Investor Performance
Evaluating Jpmorgan Investor's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jpmorgan Investor has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jpmorgan Investor has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 70 percent in equity securities and 30 percent in income securities. Jpmorgan Investor is traded on NASDAQ Exchange in the United States.Things to note about Jpmorgan Investor Growth performance evaluation
Checking the ongoing alerts about Jpmorgan Investor for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jpmorgan Investor Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.05% of its assets in cash |
- Analyzing Jpmorgan Investor's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jpmorgan Investor's stock is overvalued or undervalued compared to its peers.
- Examining Jpmorgan Investor's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jpmorgan Investor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jpmorgan Investor's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jpmorgan Investor's mutual fund. These opinions can provide insight into Jpmorgan Investor's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Investor 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 Investor security.
| AI Portfolio Prophet Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |