JPMorgan Municipal Fundamental Relationships

The Drivers Module shows relationships between JPMorgan Municipal's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of JPMorgan Municipal Income B over time as well as its relative position and ranking within its peers. Additionally take a look at Your Equity Center.

JPMorgan Municipal Equity Positions Weight vs. Five Year Return Fundamental Analysis

JPMorgan Municipal Income B is number one fund in five year return among similar funds. It is number one fund in equity positions weight among similar funds . The ratio of Five Year Return to Equity Positions Weight for JPMorgan Municipal Income B is about  371.00 
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
JPMorgan Municipal 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
3.71%
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
JPMorgan Municipal 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
0.01%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

JPMorgan Municipal Equity Positions Weight Comparison

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