Jpmorgan Intrepid Value Fund Quote
| JPIVX Fund | USD 30.61 0.13 0.42% |
PerformanceWeak
| Odds Of DistressLow
|
Jpmorgan Intrepid is trading at 30.61 as of the 23rd of March 2025; that is 0.42 percent down since the beginning of the trading day. The fund's open price was 30.74. Jpmorgan Intrepid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd 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. Assets means net assets, plus the amount of borrowings for investment purposes. Although it invests primarily in equity securities of U.S. More on Jpmorgan Intrepid Value
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Value Funds, Large Value, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Intrepid Value [JPIVX] is traded in USA and was established 23rd of March 2025. Jpmorgan Intrepid is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Large Value category and is part of JPMorgan family. This fund currently has accumulated 177.61 M in assets under management (AUM) with no minimum investment requirementsJpmorgan Intrepid Value is currently producing year-to-date (YTD) return of 0.83% with the current yeild of 0.01%, while the total return for the last 3 years was 8.8%.
Check Jpmorgan Intrepid 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 Intrepid Value 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 Intrepid Value Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| EXC | Exelon | Stock | Utilities | |
| T | ATT Inc | Stock | Communication Services | |
| CVX | Chevron Corp | Stock | Energy | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| HPQ | HP Inc | Stock | Information Technology |
Jpmorgan Intrepid Value Risk Profiles
| Mean Deviation | 0.6486 | |||
| Standard Deviation | 0.8351 | |||
| Variance | 0.6973 | |||
| Risk Adjusted Performance | (0.02) |
Jpmorgan Intrepid Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Intrepid 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 Intrepid security.
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