Jpmorgan Growth And Fund Quote
| VGRIX Fund | USD 78.08 0.15 0.19% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Growth is trading at 78.08 as of the 7th of January 2025; that is 0.19% down since the beginning of the trading day. The fund's open price was 78.23. Jpmorgan Growth 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 13th of January 2024 and ending today, the 7th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks issued by U.S. companies. Assets means net assets, plus the amount of borrowings for investment purposes. The funds adviser applies an active equity management style focused on identifying attractively valued securities given their growth potential over a long-term time horizon.. More on Jpmorgan Growth And
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 December 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Growth And [VGRIX] is traded in USA and was established 7th of January 2025. Jpmorgan Growth 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 at this time has accumulated 4.7 B in net assets with no minimum investment requirementsJpmorgan Growth And is currently producing year-to-date (YTD) return of 0.86% with the current yeild of 0.01%, while the total return for the last 3 years was 6.89%.
Check Jpmorgan Growth 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 Growth And 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 Growth And Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| OXY | Occidental Petroleum | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology | |
| HIG | Hartford Financial Services | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TFC | Truist Financial Corp | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Jpmorgan Growth And Risk Profiles
| Mean Deviation | 0.5767 | |||
| Standard Deviation | 0.7999 | |||
| Variance | 0.6399 | |||
| Risk Adjusted Performance | (0.04) |
Jpmorgan Growth Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Growth 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 Growth security.
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