Jpmorgan E Plus Fund Quote
| ONIAX Fund | USD 7.26 0.03 0.41% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Core is trading at 7.26 as of the 2nd of December 2024; that is 0.41% up since the beginning of the trading day. The fund's open price was 7.23. Jpmorgan Core 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 E Plus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in bonds. Under normal conditions, at least 70 percent of its total assets must be invested in securities that, at the time of purchase, are rated investment grade. The funds investments in below investment grade securities or the unrated equivalent including below investment grade foreign securities will not, under normal circumstances, exceed more than 30 percent of the funds total assets. More on Jpmorgan E Plus
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Jpmorgan E Plus [ONIAX] is traded in USA and was established 2nd of December 2024. Jpmorgan Core is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of JPMorgan family. This fund now has accumulated 17.34 B in assets with no minimum investment requirementsJpmorgan E Plus is currently producing year-to-date (YTD) return of 2.83% with the current yeild of 0.04%, while the total return for the last 3 years was -1.64%.
Check Jpmorgan Core 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 E Plus 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 E Plus Mutual Fund Constituents
| JINXX | Jpmorgan Trust I | Money Market Fund | US Money Market Fund |
Jpmorgan E Plus Risk Profiles
| Mean Deviation | 0.2325 | |||
| Standard Deviation | 0.309 | |||
| Variance | 0.0955 | |||
| Risk Adjusted Performance | (0.04) |
Jpmorgan Core Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Core 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 Core security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |