Jpmorgan Investor Growth Fund Quote

ONIFX Fund  USD 26.76  0.18  0.68%   

Performance

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Odds Of Distress

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Jpmorgan Investor is trading at 26.76 as of the 23rd of December 2024; that is 0.68 percent up since the beginning of the trading day. The fund's open price was 26.58. Jpmorgan Investor 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 24th of September 2024 and ending today, the 23rd of December 2024. Click here to learn more.
The fund is a fund of funds. Its main investment strategy is to invest in other J.P. Morgan Funds . Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 90 percent in equity securities and 10 percent in income securities.. More on Jpmorgan Investor Growth

Moving together with Jpmorgan Mutual Fund

  0.84SRJIX Jpmorgan SmartretirementPairCorr
  0.83SRJQX Jpmorgan SmartretirementPairCorr
  0.82SRJPX Jpmorgan SmartretirementPairCorr
  0.83SRJSX Jpmorgan SmartretirementPairCorr
  0.84SRJYX Jpmorgan SmartretirementPairCorr
  0.81SRJZX Jpmorgan SmartretirementPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, JPMorgan (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of November 2021
Fiscal Year EndJune
Jpmorgan Investor Growth [ONIFX] is traded in USA and was established 23rd of December 2024. Jpmorgan Investor is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of JPMorgan family. This fund now has accumulated 4.47 B in assets with no minimum investment requirementsJpmorgan Investor Growth is currently producing year-to-date (YTD) return of 19.14% with the current yeild of 0.01%, while the total return for the last 3 years was 6.85%.
Check Jpmorgan Investor 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 Investor 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 Investor Growth Mutual Fund Constituents

JCBUXJpmorgan E BondMutual FundIntermediate Core Bond
JVAYXJpmorgan Value AdvantageMutual FundLarge Value
JUEMXJpmorgan Equity FundMutual FundLarge Blend
JNEMXJpmorgan International EquityMutual FundForeign Large Blend
JMEEJPMorgan Market ExpansionEtfSmall Blend
JLVMXJpmorgan Large CapMutual FundLarge Value
JLGMXJpmorgan Large CapMutual FundLarge Growth
JGISXJpmorgan Intrepid GrowthMutual FundLarge Growth
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Jpmorgan Investor Growth Risk Profiles

Jpmorgan Investor Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Investor 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 Investor security.
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