Jpmorgan Investor Servative Fund Buy Hold or Sell Recommendation

OCGCX Fund  USD 12.36  0.04  0.32%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Jpmorgan Investor Servative is 'Strong Hold'. Macroaxis provides Jpmorgan Investor buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OCGCX positions. The advice algorithm takes into account all of Jpmorgan Investor's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Jpmorgan Investor's buy or sell advice are summarized below:
Real Value
12.3
Hype Value
12.36
Market Value
12.36
Naive Value
12.33
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Jpmorgan Investor Servative given historical horizon and risk tolerance towards Jpmorgan Investor. When Macroaxis issues a 'buy' or 'sell' recommendation for Jpmorgan Investor Servative, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Jpmorgan Investor Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Jpmorgan and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Jpmorgan Investor Servative. 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 main economic indicators.

Execute Jpmorgan Investor Buy or Sell Advice

The Jpmorgan recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Jpmorgan Investor Servative. Macroaxis does not own or have any residual interests in Jpmorgan Investor Servative or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jpmorgan Investor's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Jpmorgan InvestorBuy Jpmorgan Investor
Strong Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Jpmorgan Investor Servative has a Risk Adjusted Performance of 0.0734, Jensen Alpha of (0.02), Total Risk Alpha of (0.03), Sortino Ratio of (0.27) and Treynor Ratio of 0.0758
Our advice tool can cross-verify current analyst consensus on Jpmorgan Investor and to analyze the fund potential to grow in the current economic cycle. Use Jpmorgan Investor year to date return and net asset to ensure your buy or sell decision on Jpmorgan Investor is adequate.

Jpmorgan Investor Trading Alerts and Improvement Suggestions

The fund maintains about 6.48% of its assets in cash

Jpmorgan Investor Returns Distribution Density

The distribution of Jpmorgan Investor's historical returns is an attempt to chart the uncertainty of Jpmorgan Investor's future price movements. The chart of the probability distribution of Jpmorgan Investor daily returns describes the distribution of returns around its average expected value. We use Jpmorgan Investor Servative price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jpmorgan Investor returns is essential to provide solid investment advice for Jpmorgan Investor.
Mean Return
0.05
Value At Risk
-0.49
Potential Upside
0.50
Standard Deviation
0.31
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jpmorgan Investor historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Jpmorgan Investor Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jpmorgan Investor or JPMorgan sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jpmorgan Investor's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jpmorgan fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.02
β
Beta against NYSE Composite0.47
σ
Overall volatility
0.31
Ir
Information ratio -0.29

Jpmorgan Investor Volatility Alert

Jpmorgan Investor Servative exhibits very low volatility with skewness of -0.55 and kurtosis of 0.85. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jpmorgan Investor's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jpmorgan Investor's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Jpmorgan Investor Fundamentals Vs Peers

Comparing Jpmorgan Investor's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jpmorgan Investor's direct or indirect competition across all of the common fundamentals between Jpmorgan Investor and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jpmorgan Investor or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jpmorgan Investor's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jpmorgan Investor by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Investor to competition
FundamentalsJpmorgan InvestorPeer Average
Price To Earning16.70 X6.53 X
Price To Book2.02 X0.74 X
Price To Sales1.23 X0.61 X
Annual Yield0.02 %0.29 %
Year To Date Return2.31 %0.39 %
One Year Return8.96 %4.15 %
Three Year Return0.64 %3.60 %
Five Year Return3.85 %3.24 %
Ten Year Return4.62 %1.79 %
Net Asset4.02 B4.11 B
Last Dividend Paid0.010.65
Cash Position Weight6.48 %10.61 %
Equity Positions Weight29.36 %63.90 %
Bond Positions Weight5.31 %11.24 %

Jpmorgan Investor Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jpmorgan . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Jpmorgan Investor Buy or Sell Advice

When is the right time to buy or sell Jpmorgan Investor Servative? Buying financial instruments such as Jpmorgan Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Jpmorgan Investor in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run High Dividend Yield ETFs Thematic Idea Now

High Dividend Yield ETFs
High Dividend Yield ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The High Dividend Yield ETFs theme has 105 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize High Dividend Yield ETFs Theme or any other thematic opportunities.
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Check out Jpmorgan Investor Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Jpmorgan Investor information on this page should be used as a complementary analysis to other Jpmorgan Investor'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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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Please note, there is a significant difference between Jpmorgan Investor's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Investor is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Investor'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.