Jpmorgan Smartretirement 2035 Fund Minimum Initial Investment
| SRJAX Fund | USD 18.71 0.04 0.21% |
Jpmorgan Smartretirement 2035 fundamentals help investors to digest information that contributes to Jpmorgan Smartretirement'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 Smartretirement'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 Smartretirement mutual fund.
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Jpmorgan Smartretirement 2035 Mutual Fund Minimum Initial Investment Analysis
Jpmorgan Smartretirement's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Current Jpmorgan Smartretirement Minimum Initial Investment | 500 |
Most of Jpmorgan Smartretirement's fundamental indicators, such as Minimum Initial Investment, 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 Smartretirement 2035 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Jpmorgan Smartretirement 2035 has a Minimum Initial Investment of 500. This is 100.0% lower than that of the JPMorgan family and significantly higher than that of the Target-Date 2035 category. The minimum initial investment for all United States funds is 99.95% higher than that of the company.
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Fund Asset Allocation for Jpmorgan Smartretirement
The fund consists of 70.01% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Jpmorgan Smartretirement'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 | 17.20 X | ||||
| Price To Book | 2.00 X | ||||
| Price To Sales | 1.49 X | ||||
| Total Asset | 651.35 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.54 % | ||||
| One Year Return | 14.38 % | ||||
| Three Year Return | 2.24 % | ||||
| Five Year Return | 7.06 % | ||||
| Ten Year Return | 8.39 % | ||||
| Net Asset | 3.89 B | ||||
| Minimum Initial Investment | 500 | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 4.28 % | ||||
| Equity Positions Weight | 70.01 % | ||||
| Bond Positions Weight | 25.10 % |
About Jpmorgan Smartretirement Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Smartretirement 2035's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Smartretirement using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Smartretirement 2035 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.
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