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Jpmorgan Equity Positions Weight

JP
SRJIX -- USA Fund  

USD 20.40  0.22  1.07%

Jpmorgan Smartretirement equity 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 Equity Positions Weight Analysis

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis
Jpmorgan Smartretirement Equity Positions Weight  =
69.42 
ValuationFundamentalsBuy or Sell

About Equity Positions Weight

Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Compare to competition
According to company disclosure Jpmorgan Smartretirement 2035 Fund R5 Class has Equity Positions Weight of 69%. This is 10.84% lower than that of the JPMorgan family, and about the same as Target-Date 2035 (which currently averages 69.43) category, The Equity Positions Weight for all funds is 8.64% lower than the firm.

Jpmorgan Equity Positions Weight Peer Comparison

  Equity Positions Weight 
    
  Jpmorgan Smartretirement Comparables 
Jpmorgan Smartretirement is rated below average in equity 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 current financial ratios

Current Sentiment - SRJIX

Jpmorgan Smartretirement Investor Sentiment

Macroaxis portfolio users are evenly split in their outlook on investing in Jpmorgan Smartretirement 2035 Fund R5 Class. What is your judgment towards investing in Jpmorgan Smartretirement 2035 Fund R5 Class? Are you bullish or bearish?
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