Jpmorgan Smartretirement Cash Position Weight vs. Equity Positions Weight

JP
SRJIX -- USA Fund  

USD 20.45  0.12  0.59%

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Jpmorgan Smartretirement Equity Positions Weight vs. Cash Position Weight Fundamental Analysis

Jpmorgan Smartretirement 2035 Fund R5 Class is rated fourth largest fund in cash position weight among similar funds. It is rated below average in equity positions weight among similar funds making about  9.42  of Equity Positions Weight per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Jpmorgan Smartretirement 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
7.40 
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Jpmorgan Smartretirement 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
69.72 
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Jpmorgan Smartretirement Equity Positions Weight Comparison

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

Jpmorgan Smartretirement Fundamental Comparison