Jpmorgan Growth is trading at 45.00 as of the 28th of November 2024; that is 0.71% down since the beginning of the trading day. The fund's open price was 45.32. Jpmorgan Growth has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Growth Advantage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. 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
Jpmorgan Growth Advantage [JGVVX] is traded in USA and was established 28th of November 2024. 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 9.63 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Growth Advantage is currently producing year-to-date (YTD) return of 31.79%, while the total return for the last 3 years was 8.74%.
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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 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
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.