JPMORGAN Fundamentals

GBOCX
 Fund
  

USD 9.40  0.02  0.21%   

JPMORGAN GLOBAL BOND fundamentals help investors to digest information that contributes to JPMORGAN GLOBAL's financial success or failures. It also enables traders to predict the movement of JPMORGAN Mutual Fund. The fundamental analysis module provides a way to measure JPMORGAN GLOBAL's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to JPMORGAN GLOBAL mutual fund.
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JPMORGAN Equity Positions Weight Analysis

JPMORGAN GLOBAL's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current JPMORGAN GLOBAL Equity Positions Weight

    
  0.27 %  
Most of JPMORGAN GLOBAL's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, JPMORGAN GLOBAL BOND is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Compare to competition

JPMORGAN GLOBAL Equity Positions Weight Component Assessment

According to the company disclosure, JPMORGAN GLOBAL BOND has an Equity Positions Weight of 0.27%. This is 99.65% lower than that of the JPMorgan family and significantly higher than that of the Multisector Bond category. The equity positions weight for all United States funds is notably lower than that of the firm.

JPMORGAN GLOBAL BOND Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining JPMORGAN GLOBAL's current stock value. Our valuation model uses many indicators to compare JPMORGAN GLOBAL value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across JPMORGAN GLOBAL competition to find correlations between indicators driving JPMORGAN GLOBAL's intrinsic value. More Info.
JPMORGAN GLOBAL BOND is one of the top funds in bond positions weight among similar funds. It is one of the top funds in five year return among similar funds reporting about  0.04  of Five Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to Five Year Return for JPMORGAN GLOBAL BOND is roughly  26.97 . Comparative valuation analysis is a catch-all model that can be used if you cannot value JPMORGAN GLOBAL by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for JPMORGAN GLOBAL's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the JPMORGAN GLOBAL's earnings, one of the primary drivers of an investment's value.

JPMORGAN One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses JPMORGAN GLOBAL's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of JPMORGAN GLOBAL could also be used in its relative valuation, which is a method of valuing JPMORGAN GLOBAL by comparing valuation metrics of similar companies.
JPMORGAN GLOBAL is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for JPMORGAN GLOBAL

The fund consists of 84.41% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
   Value   
       Instrument Type  

JPMORGAN Fundamentals

About JPMORGAN GLOBAL Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze JPMORGAN GLOBAL BOND's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of JPMORGAN GLOBAL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of JPMORGAN GLOBAL BOND 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.
Please read more on our fundamental analysis page.
Under normal circumstances, the fund will invest at least 80 percent of its assets in bonds. Jpmorgan Global is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in JPMORGAN GLOBAL without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as JPMORGAN GLOBAL BOND using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check JPMORGAN GLOBAL Piotroski F Score and JPMORGAN GLOBAL Altman Z Score analysis. Note that the JPMORGAN GLOBAL BOND information on this page should be used as a complementary analysis to other JPMORGAN GLOBAL's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

Complementary Tools for JPMORGAN Mutual Fund analysis

When running JPMORGAN GLOBAL BOND price analysis, check to measure JPMORGAN GLOBAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy JPMORGAN GLOBAL is operating at the current time. Most of JPMORGAN GLOBAL's value examination focuses on studying past and present price action to predict the probability of JPMORGAN GLOBAL's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JPMORGAN GLOBAL's price. Additionally, you may evaluate how the addition of JPMORGAN GLOBAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between JPMORGAN GLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine JPMORGAN GLOBAL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMORGAN GLOBAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.