Jpmorgan Strategic Income Fund Fundamentals
| JSOZX Fund | USD 11.51 0.01 0.09% |
Jpmorgan Strategic Income fundamentals help investors to digest information that contributes to Jpmorgan Strategic'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 Strategic'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 Strategic mutual fund.
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Jpmorgan Strategic Income Mutual Fund Year To Date Return Analysis
Jpmorgan Strategic's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Strategic Year To Date Return | 2.32 % |
Most of Jpmorgan Strategic's fundamental indicators, such as Year To Date Return, 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 Strategic Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Jpmorgan Strategic Income has a Year To Date Return of 2.3248%. This is much higher than that of the JPMorgan family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Jpmorgan Strategic Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Strategic's current stock value. Our valuation model uses many indicators to compare Jpmorgan Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Strategic competition to find correlations between indicators driving Jpmorgan Strategic's intrinsic value. More Info.Jpmorgan Strategic Income is currently considered the top fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 44.88 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Strategic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Strategic's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Strategic's earnings, one of the primary drivers of an investment's value.Jpmorgan Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Strategic's direct or indirect competition against its Year To Date Return 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 Strategic could also be used in its relative valuation, which is a method of valuing Jpmorgan Strategic by comparing valuation metrics of similar companies.Jpmorgan Strategic is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Jpmorgan Strategic
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments and bonds.Asset allocation divides Jpmorgan Strategic'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
| Total Asset | 9.23 B | |||
| Annual Yield | 0.05 % | |||
| Year To Date Return | 2.32 % | |||
| One Year Return | 6.24 % | |||
| Three Year Return | 2.99 % | |||
| Five Year Return | 2.54 % | |||
| Ten Year Return | 3.14 % | |||
| Net Asset | 10.73 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 75.27 % | |||
| Equity Positions Weight | 0.38 % | |||
| Bond Positions Weight | 2.78 % |
About Jpmorgan Strategic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Strategic Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Strategic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Strategic Income 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.The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategiessectors including cash, money market instruments and short-term investments. The fund may invest up to 100 percent of its total assets in securities that are rated below investment grade or the unrated equivalent.
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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, which includes a position in Jpmorgan Strategic 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 nation. Note that the Jpmorgan Strategic Income information on this page should be used as a complementary analysis to other Jpmorgan Strategic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.