Jpmorgan Equity Fund Quote
JUESX Fund | USD 25.95 0.13 0.50% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Jpmorgan Equity is trading at 25.95 as of the 2nd of November 2024; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 25.82. Jpmorgan Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2024 and ending today, the 2nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. More on Jpmorgan Equity Fund
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
Fund Concentration | JPMorgan Funds, Large Blend Funds, Large Blend, JPMorgan, Large Blend, Large Blend (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 17th of February 2023 |
Fiscal Year End | June |
Jpmorgan Equity Fund [JUESX] is traded in USA and was established 2nd of November 2024. Jpmorgan Equity is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Blend category and is part of JPMorgan family. This fund currently has accumulated 23.32 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Equity is currently producing year-to-date (YTD) return of 24.8% with the current yeild of 0.01%, while the total return for the last 3 years was 9.96%.
Check Jpmorgan Equity 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 Equity Fund 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 Equity Fund Mutual Fund Constituents
VZ | Verizon Communications | Stock | Communication Services | |
KO | The Coca Cola | Stock | Consumer Staples | |
PFE | Pfizer Inc | Stock | Health Care | |
NEE | Nextera Energy | Stock | Utilities | |
C | Citigroup | Stock | Financials | |
STZ | Constellation Brands Class | Stock | Consumer Staples | |
V | Visa Class A | Stock | Financials | |
GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Jpmorgan Equity Risk Profiles
Mean Deviation | 0.6713 | |||
Semi Deviation | 0.9353 | |||
Standard Deviation | 0.9734 | |||
Variance | 0.9475 |
Jpmorgan Equity Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Equity financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Equity security.
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