Jpmorgan Intrepid is trading at 34.38 as of the 29th of November 2024; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 34.35. Jpmorgan Intrepid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Intrepid Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. Although it invests primarily in equity securities of U.S. More on Jpmorgan Intrepid Value
Jpmorgan Intrepid Value [JPIVX] is traded in USA and was established 29th of November 2024. Jpmorgan Intrepid is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund currently has accumulated 177.61 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Intrepid Value is currently producing year-to-date (YTD) return of 23.69% with the current yeild of 0.02%, while the total return for the last 3 years was 9.84%.
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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 Intrepid Value 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 Value Mutual Fund Constituents
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.