Jpmorgan Smartretirement 2025 Fund Quote
| JNSAX Fund | USD 16.59 0.60 3.49% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Jpmorgan Smartretirement is trading at 16.59 as of the 1st of January 2025; that is 3.49% down since the beginning of the trading day. The fund's open price was 17.19. Jpmorgan Smartretirement has about a 23 % 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 5th of July 2024 and ending today, the 1st of January 2025. Click here to learn more.
The fund is generally intended for investors who retired on or around the year 2025 . Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.. More on Jpmorgan Smartretirement 2025
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Target-Date 2025 Funds, Target-Date 2025, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Jpmorgan Smartretirement 2025 [JNSAX] is traded in USA and was established 1st of January 2025. Jpmorgan Smartretirement is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Target-Date 2025 category and is part of JPMorgan family. This fund currently has accumulated 3.29 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Smartretirement is currently producing year-to-date (YTD) return of 8.63% with the current yeild of 0.02%, while the total return for the last 3 years was 1.08%.
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 2025 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 2025 Mutual Fund Constituents
| JHYUX | Jpmorgan High Yield | Mutual Fund | High Yield Bond | |
| OIEJX | Jpmorgan Equity Income | Mutual Fund | Large Value | |
| JVAYX | Jpmorgan Value Advantage | 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 | |
| BBMC | JPMorgan BetaBuilders Mid | Etf | Mid-Cap Blend |
Jpmorgan Smartretirement Risk Profiles
| Mean Deviation | 0.2781 | |||
| Standard Deviation | 0.3814 | |||
| Variance | 0.1455 | |||
| Risk Adjusted Performance | (0.11) |
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |