Jpmorgan Research Market Fund Quote
| JMNCX Fund | USD 12.41 0.08 0.65% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Jpmorgan Research is trading at 12.41 as of the 24th of April 2024; that is 0.65 percent up since the beginning of the trading day. The fund's open price was 12.33. Jpmorgan Research has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Jpmorgan Research Market are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of May 2022 and ending today, the 24th of April 2024. Click here to learn more.
The fund takes long and short positions in different securities, selecting from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 andor Standard Poors 500 Indexes, in an effort to insulate the funds performance from the effects of general stock market movements. More on Jpmorgan Research Market
Moving together with Jpmorgan Mutual Fund
| 0.74 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.74 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.73 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.74 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.74 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.73 | SRJZX | Jpmorgan Smartretirement | PairCorr |
| 0.72 | SRJCX | Jpmorgan Smartretirement | PairCorr |
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 Research's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Research or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Equity Market Neutral Funds, Equity Market Neutral, JPMorgan, Large Blend, Equity Market Neutral (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Jpmorgan Research Market [JMNCX] is traded in USA and was established 24th of April 2024. Jpmorgan Research is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of JPMorgan family. This fund currently has accumulated 177.46 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Research Market is currently producing year-to-date (YTD) return of 4.85% with the current yeild of 0.02%, while the total return for the last 3 years was 5.04%.
Check Jpmorgan Research Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Research Market Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Research Market Mutual Fund Constituents
| PXD | Pioneer Natural Resources | Stock | Energy |
| AVGO | Broadcom | Stock | Information Technology |
| CLX | The Clorox | Stock | Consumer Staples |
| CMG | Chipotle Mexican Grill | Stock | Consumer Discretionary |
| NVDA | NVIDIA | Stock | Information Technology |
| JNPR | Juniper Networks | Stock | Information Technology |
| GE | GE Aerospace | Stock | Industrials |
Jpmorgan Research Target Price Odds Analysis
Based on a normal probability distribution, the odds of Jpmorgan Research jumping above the current price in 90 days from now is under 4%. The Jpmorgan Research Market probability density function shows the probability of Jpmorgan Research mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Research has a beta of 0.017. This indicates as returns on the market go up, Jpmorgan Research average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Research Market will be expected to be much smaller as well. Additionally, jpmorgan Research Market has an alpha of 0.0544, implying that it can generate a 0.0544 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Jpmorgan Research to move above the current price in 90 days from now is under 4 (This Jpmorgan Research Market probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Jpmorgan Research Market Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Research market risk premium is the additional return an investor will receive from holding Jpmorgan Research 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 Research. 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 Research's alpha and beta are two of the key measurements used to evaluate Jpmorgan Research's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2124 | |||
| Semi Deviation | 0.0589 | |||
| Standard Deviation | 0.2941 | |||
| Variance | 0.0865 |
Jpmorgan Research Against Markets
Picking the right benchmark for Jpmorgan Research 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 Research 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 Research is critical whether you are bullish or bearish towards Jpmorgan Research Market at a given time. Please also check how Jpmorgan Research'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 Research 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.Did you try this?
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How to buy Jpmorgan Mutual Fund?
Before investing in Jpmorgan Research, 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 Research. To buy Jpmorgan Research fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jpmorgan Research. 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 Research fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Jpmorgan Research Market 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 Research Market 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 Research Market, 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 Research Market?
The danger of trading Jpmorgan Research Market 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 Research 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 Research. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Research Market 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 Research Market. 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. Note that the Jpmorgan Research Market information on this page should be used as a complementary analysis to other Jpmorgan Research'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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.