Jpmorgan Small Cap Fund Fundamentals
Jpmorgan Small Cap fundamentals help investors to digest information that contributes to Jpmorgan Small'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 Small'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 Small mutual fund.
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Jpmorgan Small Cap Mutual Fund Year To Date Return Analysis
Jpmorgan Small'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 Small Year To Date Return | 0.62 % |
Most of Jpmorgan Small'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 Small Cap 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.
CompetitionAs per the company's disclosures, Jpmorgan Small Cap has a Year To Date Return of 0.6248%. This is much higher than that of the JPMorgan family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Jpmorgan Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Small's current stock value. Our valuation model uses many indicators to compare Jpmorgan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Small competition to find correlations between indicators driving Jpmorgan Small's intrinsic value. More Info.Jpmorgan Small Cap is rated second in year to date return among similar funds. It is rated second in one year return among similar funds reporting about 22.02 of One Year Return per Year To Date Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Small'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 Small'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 Small'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 Small could also be used in its relative valuation, which is a method of valuing Jpmorgan Small by comparing valuation metrics of similar companies.Jpmorgan Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Jpmorgan Small
The fund consists of 98.45% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Jpmorgan Small'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 | 134.69 M | |||
| Year To Date Return | 0.62 % | |||
| One Year Return | 13.76 % | |||
| Three Year Return | (7.08) % | |||
| Five Year Return | 2.18 % | |||
| Ten Year Return | 8.29 % | |||
| Net Asset | 339.65 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 1.55 % | |||
| Equity Positions Weight | 98.45 % |
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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 World Market Map to better understand how to build diversified portfolios. 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 metropolitan statistical area. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Other Tools for Jpmorgan Mutual Fund
When running Jpmorgan Small's price analysis, check to measure Jpmorgan Small'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 Small is operating at the current time. Most of Jpmorgan Small's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Small'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 Small's price. Additionally, you may evaluate how the addition of Jpmorgan Small to your portfolios can decrease your overall portfolio volatility.
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