Riskproreg Dynamic 20 30 Fund Quote
| PFJDX Fund | USD 10.47 0.10 0.96% |
Performance5 of 100
| Odds Of DistressLess than 26
|
Riskproreg; Dynamic is trading at 10.47 as of the 25th of April 2024; that is 0.96 percent up since the beginning of the trading day. The fund's open price was 10.37. Riskproreg; Dynamic has about a 26 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Riskproreg Dynamic 20 30 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing more than 80 percent of the funds assets, plus any amounts for borrowing, in shares of mutual funds or ETFs advised by J.P. Morgan, under normal market circumstances. Each JP Morgan underlying fund and Other underlying fund invests primarily in equity andor fixed-income securities, to obtain exposure to the broad equity and fixed income markets.. More on Riskproreg Dynamic 20 30
Moving together with Riskproreg; Mutual Fund
| 0.79 | PFADX | Riskproreg Pfg 0 | PairCorr |
| 0.65 | PFCOX | Pfg American Funds | PairCorr |
| 0.98 | PFESX | Pfg Br Equity | PairCorr |
| 0.97 | PFGGX | Pfg American Funds | PairCorr |
| 0.99 | PFFFX | Pfg Fidelity Institu | PairCorr |
Riskproreg; 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. Riskproreg; Dynamic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Riskproreg; Dynamic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | The Pacific Financial Group Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, The Pacific Financial Group (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | April |
Riskproreg Dynamic 20 30 [PFJDX] is traded in USA and was established 25th of April 2024. Riskproreg; Dynamic is listed under The Pacific Financial Group category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of The Pacific Financial Group family. This fund at this time has accumulated 163.95 M in assets with no minimum investment requirementsRiskproreg; Dynamic is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.01%, while the total return for the last 3 years was -0.28%.
Check Riskproreg; Dynamic 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 Riskproreg; 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 Riskproreg; 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 Riskproreg Dynamic 20 30 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 Riskproreg Dynamic 20 30 Mutual Fund Constituents
| JGASX | Jpmorgan Growth Advantage | Mutual Fund | Large Growth |
| JLPSX | Jpmorgan Large Cap | Mutual Fund | Large Blend |
| JMOM | JPMorgan Momentum Factor | Etf | Large Growth |
| OHYFX | Jpmorgan High Yield | Mutual Fund | High Yield Bond |
| OGFAX | Jpmorgan Equity Index | Mutual Fund | Large Blend |
| JVAL | JPMorgan Value Factor | Etf | Large Value |
| JPUS | JPMorgan Diversified Return | Etf | Mid-Cap Value |
Riskproreg; Dynamic Target Price Odds Analysis
Based on a normal probability distribution, the odds of Riskproreg; Dynamic jumping above the current price in 90 days from now is about 57.0%. The Riskproreg Dynamic 20 30 probability density function shows the probability of Riskproreg; Dynamic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Riskproreg; Dynamic has a beta of 0.704 indicating as returns on the market go up, Riskproreg; Dynamic average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Riskproreg Dynamic 20 30 will be expected to be much smaller as well. Additionally, riskproreg Dynamic 20 30 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 Riskproreg; Dynamic to move above the current price in 90 days from now is about 57.0 (This Riskproreg Dynamic 20 30 probability density function shows the probability of Riskproreg; Mutual Fund to fall within a particular range of prices over 90 days) .
Riskproreg; Dynamic Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Riskproreg; Dynamic market risk premium is the additional return an investor will receive from holding Riskproreg; Dynamic 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 Riskproreg; Dynamic. 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 Riskproreg; Dynamic's alpha and beta are two of the key measurements used to evaluate Riskproreg; Dynamic's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3881 | |||
| Semi Deviation | 0.3732 | |||
| Standard Deviation | 0.4989 | |||
| Variance | 0.2489 |
Riskproreg; Dynamic Against Markets
Picking the right benchmark for Riskproreg; Dynamic 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 Riskproreg; Dynamic 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 Riskproreg; Dynamic is critical whether you are bullish or bearish towards Riskproreg Dynamic 20 30 at a given time. Please also check how Riskproreg; Dynamic'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 Riskproreg; Dynamic 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 Riskproreg; Mutual Fund?
Before investing in Riskproreg; Dynamic, 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 Riskproreg; Dynamic. To buy Riskproreg; Dynamic fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Riskproreg; Dynamic. 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 Riskproreg; Dynamic fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Riskproreg Dynamic 20 30 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 Riskproreg Dynamic 20 30 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 Riskproreg Dynamic 20 30, 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 Riskproreg Dynamic 20 30?
The danger of trading Riskproreg Dynamic 20 30 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 Riskproreg; Dynamic 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 Riskproreg; Dynamic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Riskproreg; Dynamic 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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Riskproreg Dynamic 20 30. 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 unemployment. Note that the Riskproreg; Dynamic information on this page should be used as a complementary analysis to other Riskproreg; Dynamic'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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.