Jpmorgan Smartretirement* Minimum Initial Investment vs. Price To Book

JOBEX Fund  USD 32.45  0.12  0.37%   
Based on the key profitability measurements obtained from Jpmorgan Smartretirement*'s financial statements, Jpmorgan Smartretirement Blend may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Jpmorgan Smartretirement*'s ability to earn profits and add value for shareholders.
For Jpmorgan Smartretirement* profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jpmorgan Smartretirement* to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jpmorgan Smartretirement Blend utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jpmorgan Smartretirement*'s most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jpmorgan Smartretirement Blend over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Jpmorgan Smartretirement*'s value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Smartretirement* is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Smartretirement*'s price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Jpmorgan Smartretirement* Price To Book vs. Minimum Initial Investment Fundamental Analysis

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.
Jpmorgan Smartretirement Blend is currently considered the top fund in minimum initial investment among similar funds. It also is currently considered the top fund in price to book among similar funds . The ratio of Minimum Initial Investment to Price To Book for Jpmorgan Smartretirement Blend is about  495,050 . 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 Price To Book vs. Minimum Initial Investment

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Jpmorgan Smartretirement*

Minimum Initial Investment

=

First Fund Deposit

 = 
1000 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.

Jpmorgan Smartretirement*

P/B

 = 

MV Per Share

BV Per Share

 = 
2.02 X
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.

Jpmorgan Price To Book Comparison

Jpmorgan Smartretirement is currently under evaluation in price to book among similar funds.

Jpmorgan Smartretirement* Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Jpmorgan Smartretirement*, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jpmorgan Smartretirement* will eventually generate negative long term returns. The profitability progress is the general direction of Jpmorgan Smartretirement*'s change in net profit over the period of time. It can combine multiple indicators of Jpmorgan Smartretirement*, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in securities and other financial instruments.

Jpmorgan Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Jpmorgan Smartretirement**. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Jpmorgan Smartretirement* position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Jpmorgan Smartretirement*'s important profitability drivers and their relationship over time.

Use Jpmorgan Smartretirement* in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Jpmorgan Smartretirement* position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Jpmorgan Smartretirement* will appreciate offsetting losses from the drop in the long position's value.

Jpmorgan Smartretirement* Pair Trading

Jpmorgan Smartretirement Blend Pair Trading Analysis

The ability to find closely correlated positions to Jpmorgan Smartretirement* could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jpmorgan Smartretirement* when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Jpmorgan Smartretirement* - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Jpmorgan Smartretirement Blend to buy it.
The correlation of Jpmorgan Smartretirement* is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Jpmorgan Smartretirement* moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jpmorgan Smartretirement* moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Jpmorgan Smartretirement* can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Jpmorgan Smartretirement* position

In addition to having Jpmorgan Smartretirement* in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Gambling Thematic Idea Now

Gambling
Gambling Theme
Companies that are related to providing gambling services across multiple geographical areas by investing, exploring, or producing software, hardware, and related infrastructure for running gambling operations or trading speculative assets. The Gambling theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Gambling Theme or any other thematic opportunities.
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Other Information on Investing in Jpmorgan Mutual Fund

To fully project Jpmorgan Smartretirement*'s future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jpmorgan Smartretirement* at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Jpmorgan Smartretirement*'s income statement, its balance sheet, and the statement of cash flows.
Potential Jpmorgan Smartretirement* investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Jpmorgan Smartretirement* investors may work on each financial statement separately, they are all related. The changes in Jpmorgan Smartretirement*'s assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Jpmorgan Smartretirement*'s income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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