Jpmorgan Mutual Fund Quote

VSSBX -  USA Fund  

USD 65.34  0.05  0.08%

Jpmorgan Small is trading at 65.34 as of the 20th of September 2021; that is 0.08% increase since the beginning of the trading day. The fund's open price was 65.29. Jpmorgan Small has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Jpmorgan Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of October 2019 and ending today, the 20th of September 2021. Click here to learn more.
 Market Performance
0 of 100
  Odds Of Distress
Less than 44

Jpmorgan Small Mutual Fund Profile

Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap companies meeting the advisers sustainability criteria. Assets means net assets, plus the amount of borrowings for investment purposes. Jpmorgan Small is traded on NASDAQ Exchange in the United States. more on Jpmorgan Small
Jpmorgan Small Cap generates negative expected return over the last 90 days
The fund generated three year return of -1.0%
Jpmorgan Small Cap keeps 97.2% of its net assets in stocks
Legal NameJpmorgan Small Cap
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Jpmorgan Small's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyFairly Valued
Beta In Three Year1.36
Startdate1st of November 2010
Jpmorgan Small Cap [VSSBX] is traded in USA and was established 20th of September 2021. The fund is listed under Small Blend category and is part of JPMorgan family. Jpmorgan Small Cap at this time has accumulated 368.1 M in net assets with minimum initial investment of 1 K. , while the total return for the last 3 years was -0.83%.
Check Jpmorgan Small 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 Small , and the less return is expected.

Top Jpmorgan Small Cap Constituents

Jpmorgan Small Target Price Odds Analysis

What are Jpmorgan Small's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Jpmorgan Small jumping above the current price in 90 days from now is about 74.36%. The Jpmorgan Small Cap probability density function shows the probability of Jpmorgan Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Small has a beta of 0.2563. This entails as returns on the market go up, Jpmorgan Small average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Small Cap will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Jpmorgan Small Cap is significantly underperforming DOW.
 Odds Down 65.34HorizonTargetOdds Up 65.34 
25.33%90 days
Based on a normal probability distribution, the odds of Jpmorgan Small to move above the current price in 90 days from now is about 74.36 (This Jpmorgan Small Cap probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .

Jpmorgan Small Cap Risk Profiles

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

Jpmorgan Small Against Markets

Picking the right benchmark for Jpmorgan Small 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 Small 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 Small is critical whether you are bullish or bearish towards Jpmorgan Small Cap at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Jpmorgan Small without increasing your portfolio risk or giving up 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?

Run Price Transformation Now


Price Transformation

Use Price Transformation models to analyze depth of different equity instruments across global markets
All  Next Launch Module
Also, please take a look at World Market Map. Note that the Jpmorgan Small Cap information on this page should be used as a complementary analysis to other Jpmorgan Small'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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

Complementary Tools for Jpmorgan Mutual Fund analysis

When running Jpmorgan Small Cap price analysis, check to measure Jpmorgan Small'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 Small is operating at the current time. Most of Jpmorgan Small's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Small's price. Additionally, you may evaluate how the addition of Jpmorgan Small to your portfolios can decrease your overall portfolio volatility.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Equity Valuation
Check real value of public entities based on technical and fundamental data
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
CEO Directory
Screen CEOs from public companies around the world
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Please note, there is a significant difference between Jpmorgan Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Small'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.