Jpmorgan Smartretirement Income Fund Quote

JSIZX Fund  USD 14.84  0.10  0.68%   

Performance

6 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 40

 
100  
 
Zero
Below Average
Jpmorgan Smartretirement is trading at 14.84 as of the 23rd of February 2024; that is 0.68% increase since the beginning of the trading day. The fund's open price was 14.74. Jpmorgan Smartretirement has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading 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 28th of February 2023 and ending today, the 23rd of February 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. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.. More on Jpmorgan Smartretirement Income

Moving together with Jpmorgan Mutual Fund

  0.83SRJIX Jpmorgan SmartretirementPairCorr
  0.73SRJQX Jpmorgan SmartretirementPairCorr
  0.73SRJPX Jpmorgan SmartretirementPairCorr
  0.82SRJSX Jpmorgan SmartretirementPairCorr
  0.75SRJYX Jpmorgan SmartretirementPairCorr
  0.72SRJZX Jpmorgan SmartretirementPairCorr

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 ConcentrationJPMorgan Funds, Large Blend Funds, Target-Date Retirement Funds, Target-Date Retirement, JPMorgan (View all Sectors)
Update Date31st of December 2023
Jpmorgan Smartretirement Income [JSIZX] is traded in USA and was established 23rd of February 2024. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of JPMorgan family. This fund currently has accumulated 3.85 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 0.48% with the current yeild of 0.03%, while the total return for the last 3 years was -0.3%.
Check Jpmorgan Smartretirement Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Smartretirement Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jpmorgan Smartretirement Income Mutual Fund Constituents

TIPIShares TIPS BondEtfInflation-Protected Bond
OIEJXJpmorgan Equity IncomeMutual FundLarge Value
JUEMXJpmorgan Us EquityMutual FundLarge Blend
JSDRXJpmorgan Short DurationMutual FundShort-Term Bond
JPHYJPMorgan High YieldEtfHigh Yield Bond
JNEMXJpmorgan International EquityMutual FundForeign Large Blend
JMSFXJpmorgan Income FundMutual FundMultisector Bond
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Jpmorgan Smartretirement Target Price Odds Analysis

Based on a normal probability distribution, the odds of Jpmorgan Smartretirement jumping above the current price in 90 days from now is about 19.57%. The Jpmorgan Smartretirement Income probability density function shows the probability of Jpmorgan Smartretirement mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Smartretirement Income has a beta of -0.1601. This indicates as returns on benchmark increase, returns on holding Jpmorgan Smartretirement are expected to decrease at a much lower rate. During the bear market, however, Jpmorgan Smartretirement Income is likely to outperform the market. Additionally, the company has an alpha of 0.0632, implying that it can generate a 0.0632 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 14.84HorizonTargetOdds Above 14.84
79.92%90 days
 14.84 
19.57%
Based on a normal probability distribution, the odds of Jpmorgan Smartretirement to move above the current price in 90 days from now is about 19.57 (This Jpmorgan Smartretirement Income probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .

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.

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.

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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 Shape 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 nation.
Note that the Jpmorgan Smartretirement information on this page should be used as a complementary analysis to other Jpmorgan Smartretirement'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 Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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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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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.