JM High Fundamental Relationships

The Drivers Module shows relationships between JM High's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of JM High Liquidity Dir Wk Div over time as well as its relative position and ranking within its peers. Check also Trending Equities.

JM High Liquidity Three Year Return vs. Minimum Initial Investment Fundamental Analysis

JM High Liquidity Dir Wk Div is rated below average in minimum initial investment among similar funds. It is the top fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for JM High Liquidity Dir Wk Div is about  809.06 
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.
JM High 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5K
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 from random trades that may negatively affect fund strategy.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
JM High 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.18%
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

JM High Liquidity Three Year Return Comparison

JM High is currently under evaluation in three year return among similar funds.

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