Jpmorgan High Yield Fund Quote
| OHYFX Fund | USD 6.57 0.01 0.15% |
PerformanceOK
| Odds Of DistressLow
|
Jpmorgan High is trading at 6.57 as of the 26th of February 2025; that is 0.15 percent increase since the beginning of the trading day. The fund's open price was 6.56. Jpmorgan High has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in bonds, other debt securities, loan assignments and participations , commitments to purchase loan assignments and preferred stocks that are rated below investment grade or unrated. It may invest no more than 30 percent of its net assets in Loans and Unfunded Commitments. More on Jpmorgan High Yield
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, High Yield Bond Funds, High Yield Bond, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Jpmorgan High Yield [OHYFX] is traded in USA and was established 26th of February 2025. Jpmorgan High is listed under JPMorgan category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of JPMorgan family. This fund now has accumulated 4.6 B in assets with no minimum investment requirementsJpmorgan High Yield is currently producing year-to-date (YTD) return of 1.54% with the current yeild of 0.07%, while the total return for the last 3 years was 4.65%.
Check Jpmorgan High 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 High Yield 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 High Yield Mutual Fund Constituents
| HYG | iShares iBoxx High | Etf | High Yield Bond |
Jpmorgan High Top Holders
| TUIFX | Toews Unconstrained Income | Mutual Fund | Nontraditional Bond | |
| THHYX | Toews Tactical Income | Mutual Fund | Nontraditional Bond | |
| STBJX | Sierra Tactical Bond | Mutual Fund | Nontraditional Bond | |
| STBDX | Sierra Tactical Bond | Mutual Fund | Nontraditional Bond | |
| STBKX | Sierra Tactical Bond | Mutual Fund | Nontraditional Bond | |
| STBNX | Sierra Tactical Bond | Mutual Fund | Nontraditional Bond | |
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | Allocation--50% to 70% Equity | |
| NTBAX | Navigator Tactical Fixed | Mutual Fund | Nontraditional Bond |
Jpmorgan High Yield Risk Profiles
| Mean Deviation | 0.1291 | |||
| Standard Deviation | 0.1722 | |||
| Variance | 0.0297 | |||
| Downside Variance | 0.0522 |
Jpmorgan High Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan High 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 High security.
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