Jpmorgan Mutual Fund Quote


USD 10.74  0.07  0.66%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Jpmorgan Core is trading at 10.74 as of the 1st of July 2022; that is 0.66 percent increase since the beginning of the trading day. The fund's open price was 10.67. Jpmorgan Core has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Jpmorgan Core Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2021 and ending today, the 1st of July 2022. Click here to learn more.
The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. Jpmorgan Core is traded on NASDAQ Exchange in the United States. More on Jpmorgan Core Bond

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Jpmorgan Core Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Jpmorgan Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Jpmorgan Core Bond generated a negative expected return over the last 90 days
Jpmorgan Core Bond is unlikely to experience financial distress in the next 2 years
The fund maintains about 5.51% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Jpmorgan Core's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate14th of September 2015
Jpmorgan Core Bond [OBOCX] is traded in USA and was established 1st of July 2022. The fund is listed under Intermediate Core Bond category and is part of JPMorgan family. Jpmorgan Core Bond now has accumulated 34.91 B in assets with no minimum investment requirements, while the total return for the last 3 years was 3.9%.
Check Jpmorgan Core Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Core Bond Constituents

Jpmorgan Core Target Price Odds Analysis

What are Jpmorgan Core's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Jpmorgan Core jumping above the current price in 90 days from now is about 65.97%. The Jpmorgan Core Bond probability density function shows the probability of Jpmorgan Core mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Core has a beta of 0.0507. This indicates as returns on the market go up, Jpmorgan Core average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Core Bond will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Jpmorgan Core Bond is significantly underperforming DOW.
  Odds Below 10.74HorizonTargetOdds Above 10.74
33.42%90 days
Based on a normal probability distribution, the odds of Jpmorgan Core to move above the current price in 90 days from now is about 65.97 (This Jpmorgan Core Bond probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .

Jpmorgan Core Bond Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Core market risk premium is the additional return an investor will receive from holding Jpmorgan Core long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Jpmorgan Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Jpmorgan Core's alpha and beta are two of the key measurements used to evaluate Jpmorgan Core's performance over the market, the standard measures of volatility play an important role as well.

Jpmorgan Core Against Markets

Picking the right benchmark for Jpmorgan Core mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Jpmorgan Core mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Jpmorgan Core is critical whether you are bullish or bearish towards Jpmorgan Core Bond at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Jpmorgan Core without increasing your portfolio risk or giving up 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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Investing Jpmorgan Core Bond

You need to understand the risk of investing before taking a position in Jpmorgan Core. The danger of trading Jpmorgan Core Bond is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Jpmorgan Core is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Jpmorgan Core. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Core Bond is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Jpmorgan Core Bond information on this page should be used as a complementary analysis to other Jpmorgan Core'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 Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

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When running Jpmorgan Core Bond price analysis, check to measure Jpmorgan Core'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 Core is operating at the current time. Most of Jpmorgan Core's value examination focuses on studying past and present price action to predict the probability of Jpmorgan Core's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Jpmorgan Core's price. Additionally, you may evaluate how the addition of Jpmorgan Core to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Jpmorgan Core's value and its price as these two are different measures arrived at by different means. Investors typically determine Jpmorgan Core value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jpmorgan Core'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.