Jpmorgan Research Market Fund Quote
| JMNAX Fund | USD 14.81 0.03 0.20% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Jpmorgan Research is trading at 14.81 as of the 16th of December 2024; that is 0.2% down since the beginning of the trading day. The fund's open price was 14.84. Jpmorgan Research 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. The performance scores are derived for the period starting the 17th of September 2024 and ending today, the 16th of December 2024. Click here to learn more.
The fund takes long and short positions in different securities, selecting from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 andor Standard Poors 500 Indexes, in an effort to insulate the funds performance from the effects of general stock market movements. More on Jpmorgan Research Market
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Equity Market Neutral Funds, Equity Market Neutral, JPMorgan, Large Blend, Equity Market Neutral (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Jpmorgan Research Market [JMNAX] is traded in USA and was established 16th of December 2024. Jpmorgan Research is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Equity Market Neutral category and is part of JPMorgan family. This fund currently has accumulated 177.46 M in assets under management (AUM) with minimum initial investment of 1 K. Jpmorgan Research Market is currently producing year-to-date (YTD) return of 12.42% with the current yeild of 0.02%, while the total return for the last 3 years was 7.35%.
Check Jpmorgan Research 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 Research Market 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 Research Market Mutual Fund Constituents
| PYPL | PayPal Holdings | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| LYFT | LYFT Inc | Stock | Industrials | |
| CI | Cigna Corp | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| PLD | Prologis | Stock | Real Estate | |
| T | ATT Inc | Stock | Communication Services | |
| EBAY | eBay Inc | Stock | Consumer Discretionary |
Jpmorgan Research Market Risk Profiles
| Mean Deviation | 0.1855 | |||
| Semi Deviation | 0.4372 | |||
| Standard Deviation | 0.3717 | |||
| Variance | 0.1382 |
Jpmorgan Research Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Research 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 Research security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |