Jpmorgan Diversified Fund Quote

JDVZX Fund  USD 16.05  0.16  1.01%   

Performance

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Odds Of Distress

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Jpmorgan Diversified is trading at 16.05 as of the 1st of March 2025; that is 1.01% up since the beginning of the trading day. The fund's open price was 15.89. Jpmorgan Diversified has about a 21 % 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 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The funds adviser typically seeks to invest the funds assets among various types of asset classes based on the following allocation 3580 percent equity securities 1565 percent fixed income securities 010 percent convertible securities. The fund invests in separate underlying strategies by investing directly in individual securities, in other mutual funds and ETFs within the same group of investment companies.. More on Jpmorgan Diversified Fund

Moving together with Jpmorgan Mutual Fund

  0.99SRJIX Jpmorgan SmartretirementPairCorr
  1.0SRJQX Jpmorgan SmartretirementPairCorr
  0.99SRJPX Jpmorgan SmartretirementPairCorr
  1.0SRJSX Jpmorgan SmartretirementPairCorr
  1.0SRJYX Jpmorgan SmartretirementPairCorr
  0.99SRJZX Jpmorgan SmartretirementPairCorr

Jpmorgan Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, JPMorgan (View all Sectors)
Update Date31st of March 2025
Jpmorgan Diversified Fund [JDVZX] is traded in USA and was established 1st of March 2025. Jpmorgan Diversified is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of JPMorgan family. This fund currently has accumulated 883.53 M in assets under management (AUM) with minimum initial investment of 15 M. Jpmorgan Diversified is currently producing year-to-date (YTD) return of 3.42% with the current yeild of 0.03%, while the total return for the last 3 years was 5.47%.
Check Jpmorgan Diversified 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 Diversified Fund 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 Diversified Fund Mutual Fund Constituents

VVisa Class AStockFinancials
JEMWXJpmorgan Emerging MarketsMutual FundDiversified Emerging Mkts
UNHUnitedHealth Group IncorporatedStockHealth Care
MSFTMicrosoftStockInformation Technology
MAMastercardStockFinancials
JMGIXJpmorgan Managed IncomeMutual FundUltrashort Bond
JLVMXJpmorgan Large CapMutual FundLarge Value
JIMXXJpmorgan Trust IMoney Market FundUS Money Market Fund
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Jpmorgan Diversified Risk Profiles

Jpmorgan Diversified Against Markets

Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Diversified 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 Diversified security.
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