Jpmorgan Intrepid European Fund Quote
| JFEIX Fund | USD 30.69 1.38 4.30% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Jpmorgan Intrepid is trading at 30.69 as of the 20th of December 2024; that is 4.3 percent decrease since the beginning of the trading day. The fund's open price was 32.07. Jpmorgan Intrepid has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2022 and ending today, the 20th of December 2024. Click here to learn more.
The fund invests primarily in equity securities issued by companies with principal business activities in Western Europe. Under normal market conditions, it invests at least 80 percent of the value of its assets in equity securities of European issuers. More on Jpmorgan Intrepid European
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Europe Stock Funds, Europe Stock, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2019 |
| Fiscal Year End | October |
Jpmorgan Intrepid European [JFEIX] is traded in USA and was established 20th of December 2024. Jpmorgan Intrepid is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of JPMorgan family. This fund currently has accumulated 559.67 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Intrepid is currently producing year-to-date (YTD) return of 8.0% with the current yeild of 0.03%, while the total return for the last 3 years was 4.09%.
Check Jpmorgan Intrepid 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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Intrepid European Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Intrepid European Mutual Fund Constituents
| VWSYF | Vestas Wind Systems | Pink Sheet | Specialty Industrial Machinery | |
| KBCSF | KBC Group NV | Pink Sheet | Banks—Regional | |
| DSM | Bny Mellon Strategic | Fund | Asset Management | |
| LZAGF | Lonza Group | Pink Sheet | Diagnostics & Research | |
| ROG | Rogers | Stock | Information Technology | |
| PGPHF | Partners Group | Pink Sheet | Asset Management | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| NOVN | Novan Inc | Stock | Health Care |
Jpmorgan Intrepid Top Holders
| JFTUX | Jpmorgan Investor Growth | Mutual Fund | Allocation--85%+ Equity | |
| OGGCX | Jpmorgan Investor Growth | Mutual Fund | Allocation--85%+ Equity | |
| ONGAX | Jpmorgan Investor Growth | Mutual Fund | Allocation--85%+ Equity | |
| ONIFX | Jpmorgan Investor Growth | Mutual Fund | Allocation--85%+ Equity |
Jpmorgan Intrepid Risk Profiles
| Mean Deviation | 0.698 | |||
| Standard Deviation | 0.9614 | |||
| Variance | 0.9242 | |||
| Risk Adjusted Performance | (0.16) |
Jpmorgan Intrepid Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Intrepid financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Intrepid security.
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