Jpmorgan Investor Growth Fund Filter Stocks by Fundamentals
ONGAX Fund | USD 24.53 0.02 0.08% |
Jpmorgan Investor Growth fundamentals help investors to digest information that contributes to Jpmorgan Investor'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 Investor'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 Investor mutual fund.
Jpmorgan |
Did you try this?
Run Transaction History Now
Transaction HistoryView history of all your transactions and understand their impact on performance |
All Next | Launch Module |
Fund Asset Allocation for Jpmorgan Investor
The fund consists of 83.91% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Jpmorgan Investor'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
Price To Earning | 16.87 X | |||
Price To Book | 2.07 X | |||
Price To Sales | 1.32 X | |||
Total Asset | 3.67 B | |||
Annual Yield | 0.01 % | |||
Year To Date Return | 7.59 % | |||
One Year Return | 24.69 % | |||
Three Year Return | 6.16 % | |||
Five Year Return | 11.25 % | |||
Ten Year Return | 9.48 % | |||
Net Asset | 4.47 B | |||
Cash Position Weight | 5.37 % | |||
Equity Positions Weight | 83.91 % | |||
Bond Positions Weight | 1.07 % |
About Jpmorgan Investor Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Investor Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Investor using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Investor Growth 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 is a fund of funds. Its main investment strategy is to invest in other J.P. Morgan Funds . Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 90 percent in equity securities and 10 percent in income securities.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Jpmorgan Investor in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Jpmorgan Investor's short interest history, or implied volatility extrapolated from Jpmorgan Investor options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Jpmorgan Investor Piotroski F Score and Jpmorgan Investor Altman Z Score analysis. Note that the Jpmorgan Investor Growth information on this page should be used as a complementary analysis to other Jpmorgan Investor'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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Complementary Tools for Jpmorgan Mutual Fund analysis
When running Jpmorgan Investor's price analysis, check to measure Jpmorgan Investor'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 Investor is operating at the current time. Most of Jpmorgan Investor's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Investor'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 Investor's price. Additionally, you may evaluate how the addition of Jpmorgan Investor to your portfolios can decrease your overall portfolio volatility.
Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
Fundamental Analysis View fundamental data based on most recent published financial statements | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |