Jpmorgan Smartretirement Income Fund Quote
JSRSX Fund | USD 15.27 0.07 0.46% |
Performance14 of 100
| Odds Of DistressLess than 35
|
Jpmorgan Smartretirement is trading at 15.27 as of the 29th of March 2024; that is 0.46 percent increase since the beginning of the trading day. The fund's open price was 15.2. Jpmorgan Smartretirement has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Jpmorgan Smartretirement Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. JPMorgan SmartRetirement is traded on NASDAQ Exchange in the United States. More on Jpmorgan Smartretirement Income
Moving together with Jpmorgan Mutual Fund
0.84 | VTINX | Vanguard Target Reti | PairCorr |
0.84 | LIRIX | Blackrock Lifepath Idx | PairCorr |
0.85 | LIRAX | Blackrock Lfpth Idx | PairCorr |
0.87 | JSIIX | Jpmorgan Smartretirement | PairCorr |
0.87 | JSIZX | Jpmorgan Smartretirement | PairCorr |
0.87 | JSIYX | Jpmorgan Smartretirement | PairCorr |
0.87 | JSIPX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
0.49 | XWMFX | Western Asset Middle | PairCorr |
Jpmorgan Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Jpmorgan Smartretirement's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Smartretirement or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Target-Date Retirement, JPMorgan (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 1st of November 2022 |
Fiscal Year End | June |
Jpmorgan Smartretirement Income [JSRSX] is traded in USA and was established 29th of March 2024. The fund is listed under Target-Date Retirement category and is part of JPMorgan family. This fund currently has accumulated 1.21 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 3.05% with the current yeild of 0.03%, while the total return for the last 3 years was 1.32%.
Check Jpmorgan Smartretirement Probability Of Bankruptcy
Instrument Allocation
Top Jpmorgan Smartretirement Income Mutual Fund Constituents
TIP | IShares TIPS Bond | Etf | Inflation-Protected Bond |
OIEJX | Jpmorgan Equity Income | Mutual Fund | Large Value |
JPHY | JPMorgan | Etf | High Yield Bond |
JNEMX | Jpmorgan International Equity | Mutual Fund | Foreign Large Blend |
JMSFX | Jpmorgan Income Fund | Mutual Fund | Multisector Bond |
JMGIX | Jpmorgan Managed Income | Mutual Fund | Ultrashort Bond |
CBFVX | Jpmorgan Porate Bond | Mutual Fund | Corporate Bond |
Jpmorgan Smartretirement Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Smartretirement market risk premium is the additional return an investor will receive from holding Jpmorgan Smartretirement long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Jpmorgan Smartretirement. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Jpmorgan Smartretirement's alpha and beta are two of the key measurements used to evaluate Jpmorgan Smartretirement's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.2726 | |||
Semi Deviation | 0.1964 | |||
Standard Deviation | 0.3505 | |||
Variance | 0.1228 |
Jpmorgan Smartretirement Against Markets
Picking the right benchmark for Jpmorgan Smartretirement mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jpmorgan Smartretirement mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jpmorgan Smartretirement is critical whether you are bullish or bearish towards Jpmorgan Smartretirement Income at a given time. Please also check how Jpmorgan Smartretirement's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Jpmorgan Smartretirement without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Jpmorgan Mutual Fund?
Before investing in Jpmorgan Smartretirement, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Jpmorgan Smartretirement. To buy Jpmorgan Smartretirement fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jpmorgan Smartretirement. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Jpmorgan Smartretirement fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Jpmorgan Smartretirement Income fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Jpmorgan Smartretirement Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Jpmorgan Smartretirement Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Jpmorgan Smartretirement Income?
The danger of trading Jpmorgan Smartretirement Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jpmorgan Smartretirement is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jpmorgan Smartretirement. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Smartretirement is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Smartretirement Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Complementary Tools for Jpmorgan Mutual Fund analysis
When running Jpmorgan Smartretirement's price analysis, check to measure Jpmorgan Smartretirement'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 Smartretirement is operating at the current time. Most of Jpmorgan Smartretirement's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Smartretirement'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 Smartretirement's price. Additionally, you may evaluate how the addition of Jpmorgan Smartretirement to your portfolios can decrease your overall portfolio volatility.
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