Jp Morgan Smartretirement Fund Quote
| JTSQX Fund | USD 21.18 0.25 1.19% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Jp Morgan is trading at 21.18 as of the 24th of April 2024; that is 1.19% increase since the beginning of the trading day. The fund's open price was 20.93. Jp Morgan has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Jp Morgan Smartretirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund is generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cashcash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances andor direct investments in other financial instruments.. More on Jp Morgan Smartretirement
Moving together with JTSQX Mutual Fund
| 1.0 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 1.0 | SRJZX | Jpmorgan Smartretirement | PairCorr |
| 0.96 | SRJCX | Jpmorgan Smartretirement | PairCorr |
JTSQX 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. Jp Morgan's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jp Morgan or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Moderate Funds (View all Themes) |
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2050 Funds, Moderate Funds, Target-Date 2050, JPMorgan, Large Blend, Target-Date 2050 (View all Sectors) |
| Update Date | 31st of March 2024 |
Jp Morgan Smartretirement [JTSQX] is traded in USA and was established 24th of April 2024. Jp Morgan is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2050 category and is part of JPMorgan family. The entity is thematically classified as Moderate Funds. This fund currently has accumulated 3.96 B in assets under management (AUM) with no minimum investment requirementsJp Morgan Smartretirement is currently producing year-to-date (YTD) return of 2.72% with the current yeild of 0.02%, while the total return for the last 3 years was 2.51%.
Check Jp Morgan 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 JTSQX 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 JTSQX 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 Jp Morgan Smartretirement 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 Jp Morgan Smartretirement Mutual Fund Constituents
| JEMWX | Jpmorgan Emerging Markets | Mutual Fund | Diversified Emerging Mkts |
| JGVVX | Jpmorgan Growth Advantage | Mutual Fund | Large Growth |
| JVAYX | Jpmorgan Value Advantage | Mutual Fund | Large Value |
| JUEMX | Jpmorgan Equity Fund | Mutual Fund | Large Blend |
| JNEMX | Jpmorgan International Equity | Mutual Fund | Foreign Large Blend |
| JMGIX | Jpmorgan Managed Income | Mutual Fund | Ultrashort Bond |
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond |
Jp Morgan Target Price Odds Analysis
Based on a normal probability distribution, the odds of Jp Morgan jumping above the current price in 90 days from now is about 41.91%. The Jp Morgan Smartretirement probability density function shows the probability of Jp Morgan mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jp Morgan has a beta of 0.9374. This indicates Jp Morgan Smartretirement market returns are sensitive to returns on the market. As the market goes up or down, Jp Morgan is expected to follow. Additionally, jp Morgan Smartretirement has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Jp Morgan to move above the current price in 90 days from now is about 41.91 (This Jp Morgan Smartretirement probability density function shows the probability of JTSQX Mutual Fund to fall within a particular range of prices over 90 days) .
Jp Morgan Smartretirement Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jp Morgan market risk premium is the additional return an investor will receive from holding Jp Morgan 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 Jp Morgan. 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 Jp Morgan's alpha and beta are two of the key measurements used to evaluate Jp Morgan's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.493 | |||
| Semi Deviation | 0.5437 | |||
| Standard Deviation | 0.6303 | |||
| Variance | 0.3973 |
Jp Morgan Against Markets
Picking the right benchmark for Jp Morgan 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 Jp Morgan 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 Jp Morgan is critical whether you are bullish or bearish towards Jp Morgan Smartretirement at a given time. Please also check how Jp Morgan'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 Jp Morgan 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 JTSQX Mutual Fund?
Before investing in Jp Morgan, 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 Jp Morgan. To buy Jp Morgan fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jp Morgan. 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 Jp Morgan fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Jp Morgan Smartretirement 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 Jp Morgan Smartretirement 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 Jp Morgan Smartretirement, 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 Jp Morgan Smartretirement?
The danger of trading Jp Morgan Smartretirement 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 Jp Morgan 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 Jp Morgan. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jp Morgan 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 Jp Morgan Smartretirement. 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 producer price index. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.