Jpmorgan Growth Advantage Fund Quote
JGACX Fund | USD 26.91 0.14 0.52% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan Growth is trading at 26.91 as of the 22nd of March 2025; that is 0.52 percent increase since the beginning of the trading day. The fund's open price was 26.77. Jpmorgan Growth 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. More on Jpmorgan Growth Advantage
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
Fund Concentration | JPMorgan Funds, Large Growth Funds, Large Growth, JPMorgan (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 1st of November 2022 |
Fiscal Year End | June |
Jpmorgan Growth Advantage [JGACX] is traded in USA and was established 22nd of March 2025. Jpmorgan Growth is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Growth category and is part of JPMorgan family. This fund currently has accumulated 15.93 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Growth Advantage is currently producing year-to-date (YTD) return of 1.0%, while the total return for the last 3 years was 12.48%.
Check Jpmorgan Growth 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 Growth Advantage 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 Growth Advantage Mutual Fund Constituents
AMD | Advanced Micro Devices | Stock | Information Technology | |
V | Visa Class A | Stock | Financials | |
QCOM | Qualcomm Incorporated | Stock | Information Technology | |
PYPL | PayPal Holdings | Stock | Financials | |
NVDA | NVIDIA | Stock | Information Technology | |
ROST | Ross Stores | Stock | Consumer Discretionary | |
MSFT | Microsoft | Stock | Information Technology | |
AAPL | Apple Inc | Stock | Information Technology |
Jpmorgan Growth Advantage Risk Profiles
Mean Deviation | 1.13 | |||
Standard Deviation | 1.47 | |||
Variance | 2.17 | |||
Risk Adjusted Performance | (0.09) |
Jpmorgan Growth Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Growth 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 Growth security.
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