Jpmorgan Small Cap Fund Fundamentals
| JSVZX Fund | USD 23.32 0.01 0.04% |
Jpmorgan Small Cap fundamentals help investors to digest information that contributes to Jpmorgan Small'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 Small'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 Small mutual fund.
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Jpmorgan Small Cap Mutual Fund Price To Book Analysis
Jpmorgan Small's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Jpmorgan Small Price To Book | 1.38 X |
Most of Jpmorgan Small's fundamental indicators, such as Price To Book, 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 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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Based on the latest financial disclosure, Jpmorgan Small Cap has a Price To Book of 1.38 times. This is much higher than that of the JPMorgan family and significantly higher than that of the Small Value category. The price to book for all United States funds is notably lower than that of the firm.
Jpmorgan Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Small's current stock value. Our valuation model uses many indicators to compare Jpmorgan Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Small competition to find correlations between indicators driving Jpmorgan Small's intrinsic value. More Info.Jpmorgan Small Cap is currently considered the top fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jpmorgan Small Cap is roughly 14.41 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Small'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 Small's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Jpmorgan Small
The fund consists of 96.54% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Jpmorgan Small'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
| Price To Earning | 19.89 X | |||
| Price To Book | 1.38 X | |||
| Price To Sales | 0.92 X | |||
| Total Asset | 1.51 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 0.13 % | |||
| One Year Return | 15.78 % | |||
| Three Year Return | 1.02 % | |||
| Five Year Return | 6.79 % | |||
| Ten Year Return | 5.75 % | |||
| Net Asset | 1.89 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 3.46 % | |||
| Equity Positions Weight | 96.54 % |
About Jpmorgan Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Small Cap 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 invests at least 80 percent of its assets in equity securities of small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Value Index at the time of purchase. In reviewing investment opportunities for the fund, its adviser uses a value-oriented approach. In implementing its main strategies, the funds equity investments are primarily in common stocks and REITs.
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Small Cap. 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 nation. Note that the Jpmorgan Small Cap information on this page should be used as a complementary analysis to other Jpmorgan Small'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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.