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Jpmorgan Smartretirement Buy Hold or Sell Recommendation

JP
SRJIX -- USA Fund  

USD 20.40  0.22  1.07%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Jpmorgan Smartretirement 2035 Fund R5 Class is 'Cautious Hold'. Macroaxis provides Jpmorgan Smartretirement buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SRJIX positions. The advice algorithm takes into account all of Jpmorgan Smartretirement available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SRJIX buy-and-hold prospective. Additionally take a look at Jpmorgan Smartretirement Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Equity
Refresh
Sell Jpmorgan SmartretirementBuy Jpmorgan Smartretirement
Cautious Hold

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Jpmorgan Smartretirement 2035 Fund R5 Class has a mean deviation of 0.5159, semi deviation of 0.0, standard deviation of 1.0, variance of 1.0, downside variance of 0.0 and semi variance of 0.0
Macroaxis buy or sell recommendations module can be used to complement current analysts and expert consensus on Jpmorgan Smartretirement 2035 Fund R5 Class. Our buy, hold, or sell recommendation engine utilizes analyzes the organization potential to grow using all fundamental data market data available at the time. Please utilize Jpmorgan Smartretirement 2035 Fund R5 Class Three Year Return to make buy, hold, or sell decision on Jpmorgan Smartretirement.

Jpmorgan Smartretirement Trading Alerts and Improvement Suggestions

Jpmorgan Smartretirement generates negative expected return over the last 30 days
On December 31, 2019 Jpmorgan Smartretirement paid $ 0.244 per share dividend to its current shareholders
The fund maintains about 7.46% of its assets in cash

Jpmorgan Smartretirement Returns Distribution Density

Mean Return0.05Value At Risk1.19
Potential Upside0.70Standard Deviation1.00
 Return Density 
    
  Distribution 

Jpmorgan Smartretirement Greeks

α
Alpha over DOW
=0.05
β
Beta against DOW=0.19
σ
Overall volatility
=1.00
Ir
Information ratio =0.1

Jpmorgan Smartretirement Volatility Alert

Jpmorgan Smartretirement 2035 Fund R5 Class exhibits very low volatility with skewness of -4.96 and kurtosis of 32.34. However, we advise investors to further study Jpmorgan Smartretirement 2035 Fund R5 Class technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Jpmorgan Smartretirement to competition

Jpmorgan Smartretirement Fundamental Vs Peers

FundamentalsJpmorgan SmartretirementPeer Average
Price to Earning17.20 6.53 
Price to Book2.00 0.74 
Price to Sales1.49 0.61 
One Year Return0.21 4.15 
Three Year Return19.63 3.60 
Five Year Return2.11 3.24 
Net Asset6 B4.11 B
Cash Position Weight7.46 10.61 
Equity Positions Weight69.42 63.90 
Bond Positions Weight22.70 11.24