Jpmorgan Strategic Income Fund Quote
| JSOAX Fund | USD 11.43 0.01 0.09% |
PerformanceStrong
| Odds Of DistressLow
|
Jpmorgan Strategic is trading at 11.43 as of the 23rd of March 2025; that is 0.09% up since the beginning of the trading day. The fund's open price was 11.42. Jpmorgan Strategic has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 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.
The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategiessectors including cash, money market instruments and short-term investments. More on Jpmorgan Strategic Income
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Jpmorgan Strategic Income [JSOAX] is traded in USA and was established 23rd of March 2025. Jpmorgan Strategic is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of JPMorgan family. This fund currently has accumulated 8.73 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Strategic Income is currently producing year-to-date (YTD) return of 0.73% with the current yeild of 0.05%, while the total return for the last 3 years was 3.82%.
Check Jpmorgan Strategic 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 Strategic Income 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.
Jpmorgan Strategic Income Risk Profiles
| Mean Deviation | 0.0364 | |||
| Standard Deviation | 0.0468 | |||
| Variance | 0.0022 | |||
| Risk Adjusted Performance | 0.149 |
Jpmorgan Strategic Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Strategic 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 Strategic security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |