Davis R M Inc. Boosts Holdings in iShares Russell Mid-Cap ETF
| JPTLX Fund | USD 30.61 0.05 0.16% |
Slightly above 62% of Jpmorgan Smartretirement's investor base is looking to short. The analysis of overall sentiment of trading Jpmorgan Smartretirement Blend mutual fund suggests that many investors are alarmed at this time. Jpmorgan Smartretirement's investing sentiment can be driven by a variety of factors including economic data, Jpmorgan Smartretirement's earnings reports, geopolitical events, and overall market trends.
Jpmorgan |
Davis R M Inc. increased its holdings in shares of iShares Russell Mid-Cap ETF by 11.1 percent during the 3rd quarter, according to the company in its most recent 13F filing with the Securities Exchange Commission. The firm owned 17,898 shares of the companys stock after buying an additional 1,787 shares
Read at thelincolnianonline.com
 |
Jpmorgan Smartretirement Fundamental Analysis
We analyze Jpmorgan Smartretirement's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Smartretirement using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Smartretirement based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Five Year Return
Five Year Return Comparative Analysis
Jpmorgan Smartretirement is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Jpmorgan Smartretirement Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Jpmorgan Smartretirement mutual fund to make a market-neutral strategy. Peer analysis of Jpmorgan Smartretirement could also be used in its relative valuation, which is a method of valuing Jpmorgan Smartretirement by comparing valuation metrics with similar companies.
Peers
Jpmorgan Smartretirement Related Equities
| IBSAX | Vy Baron | 0.1 | ||||
| SCGCX | Qs Moderate | 0.27 | ||||
| EIPIX | Eip Growth | 0.31 | ||||
| PGRTX | Smallcap Growth | 0.53 | ||||
| FRAAX | Franklin Growth | 0.64 | ||||
| PQUAX | Pace Smallmedium | 0.78 | ||||
| CIPMX | Champlain Mid | 0.84 | ||||
| PRNHX | T Rowe | 0.98 |
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Smartretirement 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 Smartretirement security.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |