Jpmorgan Intrepid Growth Fund Quote
| JGISX Fund | USD 84.03 0.32 0.38% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Intrepid is trading at 84.03 as of the 20th of December 2024; that is 0.38% down since the beginning of the trading day. The fund's open price was 84.35. Jpmorgan Intrepid has about a 22 % 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity investments of large and mid capitalization companies located in the U.S. Assets means net assets, plus the amount of borrowings for investment purposes. It invests primarily in a broad portfolio of equity securities that the adviser believes are high quality growth companies that have strong fundamentals and are trading at what the adviser determines to be attractive valuations. More on Jpmorgan Intrepid Growth
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Growth Funds, Large Growth, JPMorgan, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Jpmorgan Intrepid Growth [JGISX] 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 Large Growth category and is part of JPMorgan family. This fund currently has accumulated 1.26 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Intrepid Growth is currently producing year-to-date (YTD) return of 36.99% with the current yeild of 0.0%, while the total return for the last 3 years was 12.91%.
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 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 Intrepid Growth Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| INTU | Intuit Inc | Stock | Information Technology | |
| HUM | Humana Inc | Etf | Health Care | |
| JIMXX | Jpmorgan Trust I | Money Market Fund | US Money Market Fund | |
| CAT | Caterpillar | Stock | Industrials | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| GILD | Gilead Sciences | Stock | Health Care | |
| MA | Mastercard | Stock | Financials |
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 | |
| JFQUX | Jpmorgan Investor Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| OIBFX | Jpmorgan Investor Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| OGBCX | Jpmorgan Investor Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| OGIAX | Jpmorgan Investor Balanced | Mutual Fund | Allocation--50% to 70% Equity |
Jpmorgan Intrepid Growth Risk Profiles
| Mean Deviation | 0.7621 | |||
| Semi Deviation | 1.55 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 |
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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