Jpmorgan Mutual Fund Quote

JVACX -  USA Fund  

USD 42.87  0.10  0.23%

Jpmorgan Value is trading at 42.87 as of the 20th of September 2021; that is -0.23 percent decrease since the beginning of the trading day. The fund's open price was 42.97. Jpmorgan Value has about a 27 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Jpmorgan Value Advantage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of August 2021 and ending today, the 20th of September 2021. Click here to learn more.
 Market Performance
2 of 100
  Odds Of Distress
Less than 27

Jpmorgan Value Mutual Fund Profile

The investment seeks to provide long-term total return from a combination of income and capital gains. Jpmorgan Value is traded on NASDAQ Exchange in the United States. more on Jpmorgan Value
The fund retains 97.16% of its assets under management (AUM) in equities
Legal NameJpmorgan Value Advantage
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Jpmorgan Value's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.1
Startdate28th of February 2005
Jpmorgan Value Advantage [JVACX] is traded in USA and was established 20th of September 2021. The fund is listed under Large Value category and is part of JPMorgan family. Jpmorgan Value Advantage currently has accumulated 11.08 B in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was 0.05%.
Check Jpmorgan Value Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Value , and the less return is expected.

Top Jpmorgan Value Advantage Constituents

Jpmorgan Value Target Price Odds Analysis

What are Jpmorgan Value's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Jpmorgan Value jumping above the current price in 90 days from now is about 56.62%. The Jpmorgan Value Advantage probability density function shows the probability of Jpmorgan Value mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Value has a beta of 0.0148. This indicates as returns on the market go up, Jpmorgan Value average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Value Advantage will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Jpmorgan Value Advantage is significantly underperforming DOW.
 Odds Down 42.87HorizonTargetOdds Up 42.87 
42.65%90 days
 42.87 
56.62%
Based on a normal probability distribution, the odds of Jpmorgan Value to move above the current price in 90 days from now is about 56.62 (This Jpmorgan Value Advantage probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .

Jpmorgan Value Advantage Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Value market risk premium is the additional return an investor will receive from holding Jpmorgan Value long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Jpmorgan Value. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Jpmorgan Value's alpha and beta are two of the key measurements used to evaluate Jpmorgan Value's performance over the market, the standard measures of volatility play an important role as well.

Jpmorgan Value Against Markets

Picking the right benchmark for Jpmorgan Value mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jpmorgan Value mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jpmorgan Value is critical whether you are bullish or bearish towards Jpmorgan Value Advantage at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Jpmorgan Value without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Bond Directory Now

   

Bond Directory

Find actively traded corporate debentures issued by US companies
All  Next Launch Module
Please see Risk vs Return Analysis. Note that the Jpmorgan Value Advantage information on this page should be used as a complementary analysis to other Jpmorgan Value's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Managers module to screen money managers from public funds and ETFs managed around the world.

Complementary Tools for Jpmorgan Mutual Fund analysis

When running Jpmorgan Value Advantage price analysis, check to measure Jpmorgan Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jpmorgan Value is operating at the current time. Most of Jpmorgan Value's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Value's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Value's price. Additionally, you may evaluate how the addition of Jpmorgan Value to your portfolios can decrease your overall portfolio volatility.
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Fund Screener
Find activelly-traded funds from around the world traded on over 30 global exchanges
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Please note, there is a significant difference between Jpmorgan Value's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Value value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.