Jpmorgan Intrepid Mid Fund Quote
ODMCX Fund | USD 10.48 0.07 0.66% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jpmorgan Intrepid is trading at 10.48 as of the 21st of March 2025; that is 0.66 percent decrease since the beginning of the trading day. The fund's open price was 10.55. Jpmorgan Intrepid 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities of small- to mid-cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500 Index at the time of purchase.. More on Jpmorgan Intrepid Mid
Moving together with Jpmorgan Mutual Fund
0.62 | SRJIX | Jpmorgan Smartretirement | PairCorr |
0.63 | SRJQX | Jpmorgan Smartretirement | PairCorr |
0.64 | SRJPX | Jpmorgan Smartretirement | PairCorr |
0.63 | SRJSX | Jpmorgan Smartretirement | PairCorr |
0.62 | SRJYX | Jpmorgan Smartretirement | PairCorr |
0.65 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
Fund Concentration | JPMorgan Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, JPMorgan (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 1st of November 2022 |
Fiscal Year End | June |
Jpmorgan Intrepid Mid [ODMCX] is traded in USA and was established 21st of March 2025. Jpmorgan Intrepid is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of JPMorgan family. This fund now has accumulated 337.06 M in assets with no minimum investment requirementsJpmorgan Intrepid Mid is currently producing year-to-date (YTD) return of 2.37%, while the total return for the last 3 years was 2.36%.
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 Mid 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 Mid Mutual Fund Constituents
WEX | Wex Inc | Stock | Industrials | |
DELL | Dell Technologies | Stock | Information Technology | |
FL | Foot Locker | Stock | Consumer Discretionary | |
URBN | Urban Outfitters | Stock | Consumer Discretionary | |
TTC | Toro Co | Stock | Industrials | |
PVH | PVH Corp | Stock | Consumer Discretionary | |
SNPS | Synopsys | Stock | Information Technology | |
FIS | Fidelity National Information | Stock | Financials |
Jpmorgan Intrepid Mid Risk Profiles
Mean Deviation | 0.7952 | |||
Standard Deviation | 1.01 | |||
Variance | 1.03 | |||
Risk Adjusted Performance | (0.15) |
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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