Jpmorgan Disciplined Equity Fund Quote
| JDESX Fund | USD 38.80 0.35 0.89% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Jpmorgan Disciplined is trading at 38.80 as of the 23rd of April 2024; that is -0.89 percent down since the beginning of the trading day. The fund's open price was 39.15. Jpmorgan Disciplined has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Jpmorgan Disciplined Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of July 2023 and ending today, the 23rd of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the SP 500 Index . The fund may also invest in securities not included within the SP 500 Index. More on Jpmorgan Disciplined Equity
Moving together with Jpmorgan Mutual Fund
| 0.99 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.99 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.99 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.99 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.99 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.99 | SRJZX | Jpmorgan Smartretirement | PairCorr |
| 0.98 | SRJCX | Jpmorgan Smartretirement | PairCorr |
Jpmorgan Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Jpmorgan Disciplined's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Disciplined or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | JPMorgan Funds, Large Growth Funds, Large Blend Funds, Large Blend, JPMorgan, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Disciplined Equity [JDESX] is traded in USA and was established 23rd of April 2024. Jpmorgan Disciplined is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Blend category and is part of JPMorgan family. This fund currently has accumulated 7.63 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Disciplined is currently producing year-to-date (YTD) return of 5.15% with the current yeild of 0.01%, while the total return for the last 3 years was 8.61%.
Check Jpmorgan Disciplined 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 Disciplined Equity 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 Disciplined Equity Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples |
| KO | The Coca Cola | Stock | Consumer Staples |
| WFC | Wells Fargo | Stock | Financials |
| V | Visa Class A | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
Jpmorgan Disciplined Target Price Odds Analysis
Based on a normal probability distribution, the odds of Jpmorgan Disciplined jumping above the current price in 90 days from now is about 70.12%. The Jpmorgan Disciplined Equity probability density function shows the probability of Jpmorgan Disciplined mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Disciplined has a beta of 0.9985. This indicates Jpmorgan Disciplined Equity market returns are sensitive to returns on the market. As the market goes up or down, Jpmorgan Disciplined is expected to follow. Additionally, jpmorgan Disciplined Equity has an alpha of 0.0015, implying that it can generate a 0.001496 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Jpmorgan Disciplined to move above the current price in 90 days from now is about 70.12 (This Jpmorgan Disciplined Equity probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Jpmorgan Disciplined Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Disciplined market risk premium is the additional return an investor will receive from holding Jpmorgan Disciplined long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Jpmorgan Disciplined. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Jpmorgan Disciplined's alpha and beta are two of the key measurements used to evaluate Jpmorgan Disciplined's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5937 | |||
| Semi Deviation | 0.6269 | |||
| Standard Deviation | 0.7566 | |||
| Variance | 0.5724 |
Jpmorgan Disciplined Against Markets
Picking the right benchmark for Jpmorgan Disciplined mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jpmorgan Disciplined mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jpmorgan Disciplined is critical whether you are bullish or bearish towards Jpmorgan Disciplined Equity at a given time. Please also check how Jpmorgan Disciplined's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Jpmorgan Disciplined without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Jpmorgan Mutual Fund?
Before investing in Jpmorgan Disciplined, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Jpmorgan Disciplined. To buy Jpmorgan Disciplined fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jpmorgan Disciplined. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Jpmorgan Disciplined fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Jpmorgan Disciplined Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Jpmorgan Disciplined Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Jpmorgan Disciplined Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Jpmorgan Disciplined Equity?
The danger of trading Jpmorgan Disciplined Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jpmorgan Disciplined is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jpmorgan Disciplined. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Disciplined is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Disciplined Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.