Jpmorgan Strategic Income Fund Bond Positions Weight
| JSORX Fund | USD 11.43 0.04 0.35% |
Jpmorgan Strategic Income fundamentals help investors to digest information that contributes to Jpmorgan Strategic's financial success or failures. It also enables traders to predict the movement of Jpmorgan Mutual Fund. The fundamental analysis module provides a way to measure Jpmorgan Strategic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Jpmorgan Strategic mutual fund.
Jpmorgan |
Jpmorgan Strategic Income Mutual Fund Bond Positions Weight Analysis
Jpmorgan Strategic's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Jpmorgan Strategic Bond Positions Weight | 2.78 % |
Most of Jpmorgan Strategic's fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jpmorgan Strategic Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Jpmorgan Strategic Income has a Bond Positions Weight of 2.78%. This is 85.71% lower than that of the JPMorgan family and significantly higher than that of the Nontraditional Bond category. The bond positions weight for all United States funds is notably lower than that of the firm.
Jpmorgan Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Strategic's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jpmorgan Strategic could also be used in its relative valuation, which is a method of valuing Jpmorgan Strategic by comparing valuation metrics of similar companies.Jpmorgan Strategic is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Jpmorgan Strategic
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments and bonds.Asset allocation divides Jpmorgan Strategic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
| Price To Earning | 13.25 X | |||
| Price To Book | 0.15 X | |||
| Price To Sales | 0.15 X | |||
| Total Asset | 9.23 B | |||
| Annual Yield | 0.05 % | |||
| Year To Date Return | 4.89 % | |||
| One Year Return | 5.55 % | |||
| Three Year Return | 3.61 % | |||
| Five Year Return | 2.75 % | |||
| Ten Year Return | 3.11 % | |||
| Net Asset | 13.09 B | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 75.27 % | |||
| Equity Positions Weight | 0.38 % | |||
| Bond Positions Weight | 2.78 % |
About Jpmorgan Strategic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Strategic Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Strategic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Strategic Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Jpmorgan Strategic 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 Strategic security.
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