JPMorgan Smart Buy Hold or Sell Recommendation

JS
SRJZX -- USA Fund  

USD 17.71  0.03  0.17%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding JPMorgan Smart Retirement is 'Cautious Hold'. Macroaxis provides JPMorgan Smart buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SRJZX positions. The advice algorithm takes into account all of JPMorgan Smart Retir available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SRJZX buy-and-hold perspective. Additionally, take a look at JPMorgan Smart 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.

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Time Horizon

Risk Tolerance

Execute Advice
Sell JPMorgan SmartBuy JPMorgan Smart
Cautious Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon JPMorgan Smart Retirement has a mean deviation of 2.24, semi deviation of 0.0, standard deviation of 3.22, variance of 10.38, downside variance of 0.0 and semi variance of 0.0
Our buy, hold, or sell suggestion tool can be used to cross verify current analyst consensus">analyst consensus on JPMorgan Smart and to analyze the fund potential to grow next year. Use JPMorgan Smart Three Year Return, Last Dividend Paid as well as the relationship between Last Dividend Paid and Bond Positions Weight to make sure your buy or sell decision on JPMorgan Smart Retir is adequate.

JPMorgan Smart Trading Alerts and Improvement Suggestions

JPMorgan Smart Retir generates negative expected return over the last 30 days
JPMorgan Smart Retir has high historical volatility and very poor performance
On 31st of March 2020 JPMorgan Smart paid $ 0.017 per share dividend to its current shareholders
The fund maintains about 6.17% of its assets in cash

JPMorgan Smart Returns Distribution Density

Mean Return-0.14Value At Risk-5.28
Potential Upside4.27Standard Deviation3.22
 Return Density 
      Distribution 

JPMorgan Smart Greeks

α
Alpha over DOW
=-0.13
β
Beta against DOW=0.16
σ
Overall volatility
=3.20
Ir
Information ratio =-0.0059

JPMorgan Smart Volatility Alert

JPMorgan Smart Retirement exhibits very low volatility with skewness of 0.07 and kurtosis of 1.81. However, we advise investors to further study JPMorgan Smart Retirement technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare JPMorgan Smart to competition

JPMorgan Smart Fundamental Vs Peers

FundamentalsJPMorgan SmartPeer Average
Price to Earning17.20 6.53 
Price to Book2.00 0.74 
Price to Sales1.49 0.61 
One Year Return(0.36) 4.15 
Three Year Return18.96 3.60 
Five Year Return1.56 3.24 
Net Asset5.21 B4.11 B
Last Dividend Paid0.020.65
Cash Position Weight6.17 10.61 
Equity Positions Weight68.00 63.90 
Bond Positions Weight25.52 11.24 

About JPMorgan Smart Buy or Sell Advice

When is the right time to buy or sell JPMorgan Smart Retirement? Buying funds such as JPMorgan Smart isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock 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 bases. Although JPMorgan Smart investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply. Please read more on our stock advisor page.

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Additionally, take a look at JPMorgan Smart 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. Please also try Aroon Oscillator module to analyze current equity momentum using aroon oscillator and other momentum ratios.
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page