Jpmorgan International Value Fund Quote
| JPVRX Fund | USD 14.67 0.06 0.41% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan International is trading at 14.67 as of the 29th of November 2024; that is 0.41% up since the beginning of the trading day. The fund's open price was 14.61. Jpmorgan International 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. Equity ratings for Jpmorgan International Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2023 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of the value of its assets in securities of issuers in foreign developed countries, including foreign subsidiaries of U.S. issuers. An issuer of a security will be deemed to be located in a particular country if the principal trading market for the security is in such country, the issuer is organized under the laws of such country or the issuer derives at least 50 percent of its revenues or profits from such country or has at least 50 percent of its total assets situated in such country.. More on Jpmorgan International Value
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, JPMorgan, Large Value, Foreign Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan International Value [JPVRX] is traded in USA and was established 29th of November 2024. Jpmorgan International is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of JPMorgan family. This fund currently has accumulated 604.03 M in assets under management (AUM) with no minimum investment requirementsJpmorgan International is currently producing year-to-date (YTD) return of 10.12% with the current yeild of 0.05%, while the total return for the last 3 years was 8.0%.
Check Jpmorgan International 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 International 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 International Value Mutual Fund Constituents
| RIO | Rio Tinto ADR | Stock | Materials | |
| HNDAF | Honda Motor Co | Pink Sheet | Auto Manufacturers | |
| INGVF | ING Groep NV | Pink Sheet | Banks—Diversified | |
| MBFJF | Mitsubishi UFJ Financial | Pink Sheet | Banks—Diversified | |
| NOVN | Novan Inc | Stock | Health Care | |
| SAN | Banco Santander SA | Stock | Financials | |
| AI | C3 Ai Inc | Stock | Information Technology | |
| ALV | Autoliv | Stock | Consumer Discretionary |
Jpmorgan International Risk Profiles
| Mean Deviation | 0.624 | |||
| Standard Deviation | 0.7812 | |||
| Variance | 0.6103 | |||
| Risk Adjusted Performance | (0.07) |
Jpmorgan International Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan International 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 International security.
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