Jpmorgan Smartretirement Selected Fundamentals

SRJIX -- USA Fund  

USD 21.41  0.11  0.51%

Jpmorgan Smartretirement fundamental analysis lookup allows you to check this and other indicators for Jpmorgan Smartretirement 2035 Fund R5 Class or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

Jpmorgan Smartretirement Cash Position Weight Analysis

Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis
Jpmorgan Smartretirement Cash Position Weight  =
10.97 
ValuationFundamentalsBuy or Sell

About Cash Position Weight

Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Compare to competition
In accordance with recently published financial statements Jpmorgan Smartretirement 2035 Fund R5 Class has 10.97% in Cash Position Weight. This is 351.44% higher than that of the JPMorgan family, and 185.68% higher than that of Target-Date 2035 category, The Cash Position Weight for all funds is 3.39% lower than the firm.

Jpmorgan Smartretirement Fundamental Drivers Relationships

Jpmorgan Smartretirement 2035 Fund R5 Class is rated top fund in cash position weight among similar funds. It is rated below average in equity positions weight among similar funds making about  6.10  of Equity Positions Weight per Cash Position Weight.

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Fund Instrument Allocation for Jpmorgan Smartretirement

The fund invests 66.9% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (21.79%) , cash (10.97%) and various exotic instruments.
 Value 
      Instrument Type 

Jpmorgan Smartretirement current financial ratios



 
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