Jpmorgan Equity Index Fund Quote

OGEAX Fund  USD 84.13  0.46  0.55%   

Performance

23 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 14

 
High
 
Low
Low
Jpmorgan Equity is trading at 84.13 as of the 13th of July 2024; that is 0.55% up since the beginning of the trading day. The fund's open price was 83.67. Jpmorgan Equity has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Jpmorgan Equity Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of May 2024 and ending today, the 13th of July 2024. Click here to learn more.
The fund invests in stocks included in the SP 500 Index and also may invest in stock index futures. The funds adviser attempts to track the aggregate price and dividend performance of securities in the SP 500 Index to achieve a correlation of at least 0.95 between the performance of the fund and that of the index without taking into account the funds expenses.. More on Jpmorgan Equity Index

Moving together with Jpmorgan Mutual Fund

  0.97SRJIX Jpmorgan SmartretirementPairCorr
  0.98SRJQX Jpmorgan SmartretirementPairCorr
  0.98SRJPX Jpmorgan SmartretirementPairCorr
  0.98SRJSX Jpmorgan SmartretirementPairCorr
  0.98SRJYX Jpmorgan SmartretirementPairCorr
  0.98SRJZX Jpmorgan SmartretirementPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Growth Funds, Large Blend Funds, Large Blend, JPMorgan, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date17th of February 2023
Fiscal Year EndJune
Jpmorgan Equity Index [OGEAX] is traded in USA and was established 13th of July 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 now has accumulated 8.12 B in assets with no minimum investment requirementsJpmorgan Equity Index is currently producing year-to-date (YTD) return of 17.5% with the current yeild of 0.01%, while the total return for the last 3 years was 9.67%.
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 Index 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 Index Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
NVDANVIDIAStockInformation Technology
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Jpmorgan Equity Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Equity market risk premium is the additional return an investor will receive from holding Jpmorgan Equity 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 Equity. 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 Equity's alpha and beta are two of the key measurements used to evaluate Jpmorgan Equity's performance over the market, the standard measures of volatility play an important role as well.

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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