Jpmorgan Strategic Income Fund Fundamentals

JSOAX Fund  USD 11.39  0.05  0.44%   
Jpmorgan Strategic Income fundamentals help investors to digest information that contributes to Jpmorgan Strategic's financial success or failures. It also enables traders to predict the movement of Jpmorgan Mutual Fund. The fundamental analysis module provides a way to measure Jpmorgan Strategic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jpmorgan Strategic mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Jpmorgan Bond Positions Weight Analysis

Jpmorgan Strategic's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Bond Percentage

 = 

% of Bonds

in the fund

More About Bond Positions Weight | All Equity Analysis

Current Jpmorgan Strategic Bond Positions Weight

    
  2.78 %  
Most of Jpmorgan Strategic's fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Strategic Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Competition

Jpmorgan Strategic Bond Positions Weight Component Assessment

In accordance with the recently published financial statements, Jpmorgan Strategic Income has a Bond Positions Weight of 2.78%. This is 85.71% lower than that of the JPMorgan family and significantly higher than that of the Nontraditional Bond category. The bond positions weight for all United States funds is notably lower than that of the firm.

Jpmorgan Strategic Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Strategic's current stock value. Our valuation model uses many indicators to compare Jpmorgan Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Strategic competition to find correlations between indicators driving Jpmorgan Strategic's intrinsic value. More Info.
Jpmorgan Strategic Income is currently considered the top fund in price to book among similar funds. It is currently considered the top fund in price to sales among similar funds fabricating about  1.00  of Price To Sales per Price To Book. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Strategic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Strategic's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Strategic's earnings, one of the primary drivers of an investment's value.

Jpmorgan Bond Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Strategic's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jpmorgan Strategic could also be used in its relative valuation, which is a method of valuing Jpmorgan Strategic by comparing valuation metrics of similar companies.
Jpmorgan Strategic is currently under evaluation in bond positions weight among similar funds.

Fund Asset Allocation for Jpmorgan Strategic

The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments and bonds.
Asset allocation divides Jpmorgan Strategic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Jpmorgan Fundamentals

About Jpmorgan Strategic Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Strategic Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Strategic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Strategic Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategiessectors including cash, money market instruments and short-term investments. The fund may invest up to 100 percent of its total assets in securities that are rated below investment grade or the unrated equivalent.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Jpmorgan Strategic Piotroski F Score and Jpmorgan Strategic Altman Z Score analysis.
Note that the Jpmorgan Strategic Income information on this page should be used as a complementary analysis to other Jpmorgan Strategic'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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

Complementary Tools for Jpmorgan Mutual Fund analysis

When running Jpmorgan Strategic's price analysis, check to measure Jpmorgan Strategic'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 Strategic is operating at the current time. Most of Jpmorgan Strategic's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Strategic'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 Strategic's price. Additionally, you may evaluate how the addition of Jpmorgan Strategic to your portfolios can decrease your overall portfolio volatility.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Please note, there is a significant difference between Jpmorgan Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jpmorgan Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Strategic'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.