JPMorgan SmartRetirement Buy Hold or Sell Recommendation

SRJQX -- USA Fund  

USD 21.19  0.11  0.52%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding JPMorgan SmartRetirement 2035 F is 'Buy'. 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 SRJQX 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 SRJQX buy-and-hold prospective. Also please take a look at JPMorgan SmartRetirement Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell JPMorgan SmartRetirementBuy JPMorgan SmartRetirement
Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon JPMorgan SmartRetirement 2035 F has a risk adjusted performance of 0.1185, jensen alpha of 0.0033, total risk alpha of (0.017271), sortino ratio of (0.06) and treynor ratio of 0.1352
Macroaxis buy or sell recommendations module can be used to complement current analysts and expert consensus on JPMorgan SmartRetirement 2035 F. Our buy, hold, or sell recommendation engine utilizes analyzes the organization potential to grow using all fundamental data market data available now. Please utilize JPMorgan SmartRetirement 2035 F Number of Employees and Bond Positions Weight to make buy, hold, or sell decision on JPMorgan SmartRetirement.

JPMorgan SmartRetirement Trading Alerts and Improvement Suggestions

On September 30, 2019 JPMorgan SmartRetirement paid $ 0.068 per share dividend to its current shareholders
The fund maintains about 5.56% of its assets in cash

JPMorgan SmartRetirement Returns Distribution Density

Mean Return0.1Value At Risk0.48
Potential Upside0.89Standard Deviation0.59
 Return Density 
      Distribution 

JPMorgan SmartRetirement Greeks

α
Alpha over DOW
=0.003335
β
Beta against DOW=0.64
σ
Overall volatility
=0.58
Ir
Information ratio =0.07

JPMorgan SmartRetirement Volatility Alert

JPMorgan SmartRetirement 2035 F exhibits relatively low volatility with skewness of -1.18 and kurtosis of 5.07. However, we advice investors to further investigate JPMorgan SmartRetirement 2035 F to make sure all market statistics is disseminated and is consistent with investors' estimations about JPMorgan SmartRetirement upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare JPMorgan SmartRetirement to competition

JPMorgan SmartRetirement Fundamental Vs Peers

FundamentalsJPMorgan SmartRetirementPeer Average
Net Asset5.83 B4.11 B
Last Dividend Paid0.070.65
Cash Position Weight5.56 10.61 
Equity Positions Weight70.95 63.90 
Bond Positions Weight23.26 11.24 
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