Jpmorgan Smartretirement 2025 Fund Quote
| JNSIX Fund | USD 17.88 0.08 0.45% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Jpmorgan Smartretirement is trading at 17.88 as of the 1st of December 2024; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 17.8. Jpmorgan Smartretirement has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Jpmorgan Smartretirement 2025 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund is generally intended for investors who retired on or around the year 2025 . Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.. More on Jpmorgan Smartretirement 2025
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2025 Funds, Target-Date 2025, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Smartretirement 2025 [JNSIX] is traded in USA and was established 1st of December 2024. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2025 category and is part of JPMorgan family. This fund currently has accumulated 7.8 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 10.63% with the current yeild of 0.03%, while the total return for the last 3 years was 2.25%.
Check Jpmorgan Smartretirement 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 Smartretirement 2025 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 Smartretirement 2025 Mutual Fund Constituents
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond | |
| OIEJX | Jpmorgan Equity Income | Mutual Fund | Large Value | |
| JVAYX | Jpmorgan Value Advantage | Mutual Fund | Large Value | |
| JUEMX | Jpmorgan Equity Fund | Mutual Fund | Large Blend | |
| JSDRX | Jpmorgan Short Duration | Mutual Fund | Short-Term Bond | |
| JPHY | JPMorgan | Etf | High Yield Bond | |
| JNEMX | Jpmorgan International Equity | Mutual Fund | Foreign Large Blend | |
| BBMC | JPMorgan BetaBuilders Mid | Etf | Mid-Cap Blend |
Jpmorgan Smartretirement Risk Profiles
| Mean Deviation | 0.2668 | |||
| Semi Deviation | 0.2906 | |||
| Standard Deviation | 0.3515 | |||
| Variance | 0.1236 |
Jpmorgan Smartretirement Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement 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 Smartretirement security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |