Jpmorgan E Bond Fund Fundamentals
| WOBDX Fund | USD 10.30 0.04 0.39% |
Jpmorgan E Bond fundamentals help investors to digest information that contributes to Jpmorgan Core'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 Core'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 Core mutual fund.
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Jpmorgan E Bond Mutual Fund Ten Year Return Analysis
Jpmorgan Core's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Core Ten Year Return | 3.87 % |
Most of Jpmorgan Core's fundamental indicators, such as Ten Year Return, 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 E Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Jpmorgan E Bond has a Ten Year Return of 3.87%. This is much higher than that of the JPMorgan family and significantly higher than that of the Intermediate Core Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Jpmorgan E Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Core's current stock value. Our valuation model uses many indicators to compare Jpmorgan Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Core competition to find correlations between indicators driving Jpmorgan Core's intrinsic value. More Info.Jpmorgan E Bond is presently regarded as number one fund in annual yield among similar funds. It is rated fifth in year to date return among similar funds creating about 70.78 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jpmorgan Core's earnings, one of the primary drivers of an investment's value.Jpmorgan Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Core's direct or indirect competition against its Ten Year Return 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 Core could also be used in its relative valuation, which is a method of valuing Jpmorgan Core by comparing valuation metrics of similar companies.Jpmorgan E is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Jpmorgan Core
The fund consists of 90.54% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Jpmorgan Core'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
| Total Asset | 15.87 B | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 2.21 % | |||
| One Year Return | 6.81 % | |||
| Three Year Return | (1.67) % | |||
| Five Year Return | 0.21 % | |||
| Ten Year Return | 3.87 % | |||
| Net Asset | 39.25 B | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 7.03 % | |||
| Equity Positions Weight | 0.30 % | |||
| Bond Positions Weight | 90.54 % |
About Jpmorgan Core Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan E Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Core using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan E Bond 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.The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80 percent of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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