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Jpmorgan Bond Positions Weight

JP
SRJIX -- USA Fund  

USD 19.51  0.05  0.26%

Jpmorgan Smartretirement bond positions weight 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 continue to Equity Screeners to view more equity screening tools
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Jpmorgan Bond Positions Weight Analysis

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 Smartretirement 2035 Fund R5 Class Bond Positions Weight

22.70 
ValuationFinancialsBuy or Sell

About Bond Positions Weight

Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Compare to competition
In accordance with recently published financial statements Jpmorgan Smartretirement 2035 Fund R5 Class has Bond Positions Weight of 22.7%. This is 16.71% higher than that of the JPMorgan family, and 13.79% lower than that of Target-Date 2035 category, The Bond Positions Weight for all funds is 101.96% lower than the firm.

Jpmorgan Bond Positions Weight Peer Comparison

  Bond Positions Weight 
    
  Jpmorgan Smartretirement Comparables 
Jpmorgan Smartretirement is currently under evaluation in bond positions weight among similar funds.

Fund Asset Allocation for Jpmorgan Smartretirement

The fund invests 69.42% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (22.7%) , cash (7.46%) and various exotic instruments.
 Value 
    
  Instrument Type 

Jpmorgan Fundamentals

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