JPMorgan Value Profile

Performance

88

Odds of Distress

Analyze Filter    Check how we calculate scores
Equity ratings for JPMorgan Value Advantage Fund R are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting September 9, 2019 and ending today December 8, 2019. Click here to learn more.

JPMorgan Value Profile

The investment seeks to provide long-term total return from a combination of income and capital gains. JPMorgan Value is traded on BATS Exchange in USA. more
NameJPMorgan Value Advantage Fund R
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressJPMorgan Trust I
ExchangeBATS Exchange
Fund FamilyJPMorgan
Fund CategoryLarge Value
BenchmarkDOW
Phone800 480 4111
CurrencyUSD - US Dollar
Beta In Three Year0.98
StartdateFebruary 28, 2005
JPMorgan Value Advantage Fund R [JVARX] is traded in USA and was established December 8, 2019. The fund is listed under Large Value category and is part of JPMorgan family. JPMorgan Value Advan currently has accumulated 11.72 B in assets under management (AUM) with minimum initial investment of 0.
Check JPMorgan Value Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Top Fund Constituents

JPMorgan Value Target Price Odds Analysis

Odds Below 37.49HorizonTargetOdds Above 37.49
89.94%30 days 37.49 9.85%
Based on normal probability distribution, the odds of JPMorgan Value to move above current price in 30 days from now is about 9.85 (This JPMorgan Value Advantage Fund R probability density function shows the probability of JPMorgan Value Fund to fall within a particular range of prices over 30 days) .

JPMorgan Value Advan Risk Profiles

JPMorgan Value Against Markets

Did you try this?

Run Watchlist Optimization Now

   

Watchlist Optimization

Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
All  Next Launch Module
Please also check Risk vs Return Analysis. Please also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Search macroaxis.com