Jpmorgan Smartretirement Income Fund Quote
| JSIPX Fund | USD 16.07 0.06 0.37% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Jpmorgan Smartretirement is trading at 16.07 as of the 5th of October 2024; that is 0.37% down since the beginning of the trading day. The fund's open price was 16.13. Jpmorgan Smartretirement has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Jpmorgan Smartretirement Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2024 and ending today, the 5th of October 2024. Click here to learn more.
The fund is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.. More on Jpmorgan Smartretirement Income
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Growth Funds, Target-Date Retirement Funds, Target-Date Retirement, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Smartretirement Income [JSIPX] is traded in USA and was established 5th of October 2024. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of JPMorgan family. This fund currently has accumulated 3.85 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 10.22% with the current yeild of 0.03%, while the total return for the last 3 years was 2.2%.
Check Jpmorgan Smartretirement 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 Smartretirement Income 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 Smartretirement Income Mutual Fund Constituents
| TIP | iShares TIPS Bond | Etf | Inflation-Protected Bond | |
| OIEJX | Jpmorgan Equity Income | Mutual Fund | Large Value | |
| JUEMX | Jpmorgan Equity Fund | Mutual Fund | Large Blend | |
| JSDRX | Jpmorgan Short Duration | Mutual Fund | Short-Term Bond | |
| JPHY | JPMorgan | Etf | High Yield Bond | |
| JNEMX | Jpmorgan International Equity | Mutual Fund | Foreign Large Blend | |
| JMSFX | Jpmorgan Income Fund | Mutual Fund | Multisector Bond | |
| JMGIX | Jpmorgan Managed Income | Mutual Fund | Ultrashort Bond |
Jpmorgan Smartretirement Risk Profiles
| Mean Deviation | 0.3238 | |||
| Semi Deviation | 0.246 | |||
| Standard Deviation | 0.4178 | |||
| Variance | 0.1745 |
Jpmorgan Smartretirement Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement 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 Smartretirement security.
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