Jpmorgan Mortgage Backed Securities Fund Quote

JMBUX Fund  USD 10.08  0.02  0.20%   

Performance

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Odds Of Distress

Less than 44

 
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Jpmorgan Mortgage-backed is trading at 10.08 as of the 28th of March 2024; that is 0.20 percent increase since the beginning of the trading day. The fund's open price was 10.06. Jpmorgan Mortgage-backed 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 Mortgage Backed Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests mainly in investment grade mortgage-backed securities or unrated mortgage-backed securities which the adviser determines to be of comparable quality. Under normal circumstances, it invests at least 80 percent of its assets in mortgage-backed securities. More on Jpmorgan Mortgage Backed Securities

Jpmorgan Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Jpmorgan Mortgage-backed's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Mortgage-backed or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationJPMorgan Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, JPMorgan (View all Sectors)
Update Date31st of March 2024
Jpmorgan Mortgage Backed Securities [JMBUX] is traded in USA and was established 28th of March 2024. Jpmorgan Mortgage-backed is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of JPMorgan family. This fund currently has accumulated 1.97 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Mortgage-backed is currently producing year-to-date (YTD) return of 5.83% with the current yeild of 0.0%, while the total return for the last 3 years was -1.63%.
Check Jpmorgan Mortgage-backed Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Mortgage Backed Securities Mutual Fund Constituents

Jpmorgan Mortgage-backed Target Price Odds Analysis

Based on a normal probability distribution, the odds of Jpmorgan Mortgage-backed jumping above the current price in 90 days from now is about 13.85%. The Jpmorgan Mortgage Backed Securities probability density function shows the probability of Jpmorgan Mortgage-backed mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Mortgage-backed has a beta of 0.2674. This indicates as returns on the market go up, Jpmorgan Mortgage-backed average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Mortgage Backed Securities will be expected to be much smaller as well. Additionally, jpmorgan Mortgage Backed Securities has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 10.08HorizonTargetOdds Above 10.08
85.11%90 days
 10.08 
13.85%
Based on a normal probability distribution, the odds of Jpmorgan Mortgage-backed to move above the current price in 90 days from now is about 13.85 (This Jpmorgan Mortgage Backed Securities probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .

Jpmorgan Mortgage-backed Top Holders

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EVFMXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
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Jpmorgan Mortgage-backed Risk Profiles

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

Jpmorgan Mortgage-backed Against Markets

Picking the right benchmark for Jpmorgan Mortgage-backed 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 Mortgage-backed 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 Mortgage-backed is critical whether you are bullish or bearish towards Jpmorgan Mortgage Backed Securities at a given time. Please also check how Jpmorgan Mortgage-backed's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Jpmorgan Mortgage-backed without increasing your portfolio risk or giving up the 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.

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How to buy Jpmorgan Mutual Fund?

Before investing in Jpmorgan Mortgage-backed, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Jpmorgan Mortgage-backed. To buy Jpmorgan Mortgage-backed fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jpmorgan Mortgage-backed. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Jpmorgan Mortgage-backed fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Jpmorgan Mortgage Backed Securities fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Jpmorgan Mortgage Backed Securities fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Jpmorgan Mortgage Backed Securities, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Jpmorgan Mortgage Backed Securities?

The danger of trading Jpmorgan Mortgage Backed Securities is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jpmorgan Mortgage-backed is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jpmorgan Mortgage-backed. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Mortgage-backed is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Mortgage Backed Securities. 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 employment.
You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Jpmorgan Mutual Fund analysis

When running Jpmorgan Mortgage-backed's price analysis, check to measure Jpmorgan Mortgage-backed'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 Mortgage-backed is operating at the current time. Most of Jpmorgan Mortgage-backed's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Mortgage-backed's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jpmorgan Mortgage-backed's price. Additionally, you may evaluate how the addition of Jpmorgan Mortgage-backed to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Jpmorgan Mortgage-backed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Mortgage-backed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Mortgage-backed'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.