Jpmorgan Disciplined is trading at 41.82 as of the 24th of March 2025; that is 0.02% up since the beginning of the trading day. The fund's open price was 41.81. Jpmorgan Disciplined has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. 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
Jpmorgan Disciplined Equity [JDEUX] is traded in USA and was established 24th of March 2025. 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 6.96 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Disciplined is currently producing year-to-date (YTD) return of 1.08% with the current yeild of 0.01%, while the total return for the last 3 years was 10.25%.
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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
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Disciplined 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 Disciplined security.