Jpmorgan Investor Growth Fund Quote
| JFTUX Fund | USD 26.58 0.08 0.30% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Jpmorgan Investor is trading at 26.58 as of the 20th of December 2024; that is 0.3% down since the beginning of the trading day. The fund's open price was 26.66. Jpmorgan Investor 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 26th of November 2023 and ending today, the 20th of December 2024. Click here to learn more.
The fund is a fund of funds. Its main investment strategy is to invest in other J.P. Morgan Funds . Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 90 percent in equity securities and 10 percent in income securities.. More on Jpmorgan Investor Growth
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Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
Jpmorgan Investor Growth [JFTUX] is traded in USA and was established 20th of December 2024. Jpmorgan Investor is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of JPMorgan family. This fund currently has accumulated 2.78 B in assets under management (AUM) with minimum initial investment of 15 M. Jpmorgan Investor Growth is currently producing year-to-date (YTD) return of 19.19% with the current yeild of 0.01%, while the total return for the last 3 years was 7.03%.
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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 Investor Growth 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 Investor Growth Mutual Fund Constituents
| IUENX | Jpmorgan International Unconstrained | Mutual Fund | Foreign Large Blend | |
| JCBUX | Jpmorgan E Bond | Mutual Fund | Intermediate Core Bond | |
| JDEUX | Jpmorgan Disciplined Equity | Mutual Fund | Large Blend | |
| JEMWX | Jpmorgan Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| JFEIX | Jpmorgan Intrepid European | Mutual Fund | Europe Stock | |
| JGISX | Jpmorgan Intrepid Growth | Mutual Fund | Large Growth | |
| JLVMX | Jpmorgan Large Cap | Mutual Fund | Large Value | |
| JNEMX | Jpmorgan International Equity | Mutual Fund | Foreign Large Blend |
Jpmorgan Investor Growth Risk Profiles
| Mean Deviation | 0.4726 | |||
| Semi Deviation | 0.6872 | |||
| Standard Deviation | 0.6522 | |||
| Variance | 0.4253 |
Jpmorgan Investor Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Investor 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 Investor security.
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