JPMorgan Mutual Fund Quote

OCGCX
 Fund
  

USD 12.05  0.10  0.84%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
JPMorgan Investor is trading at 12.05 as of the 27th of June 2022; that is 0.84 percent up since the beginning of the trading day. The fund's open price was 11.95. JPMorgan Investor 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 Investor Conservative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of July 2020 and ending today, the 27th of June 2022. Click here to learn more.
Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 70 percent in income securities and 30 percent in equity securities. JPMorgan Investor is traded on NASDAQ Exchange in the United States. More on JPMorgan Investor Conservative

Moving together with JPMorgan Investor

0.95MSFTMicrosoft Corp Fiscal Year End 26th of July 2022 PairCorr
0.91JPMJP Morgan Chase Financial Report 12th of July 2022 PairCorr
0.61HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr

JPMorgan Investor 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 Investor's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding JPMorgan Investor or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
JPMorgan Investor generated a negative expected return over the last 90 days
JPMorgan Investor is unlikely to experience financial distress in the next 2 years
The fund maintains about 7.55% 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 Investor's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate1st of January 2005
JPMorgan Investor Conservative [OCGCX] is traded in USA and was established 27th of June 2022. The fund is listed under Allocation--30% to 50% Equity category and is part of JPMorgan family. JPMorgan Investor now has accumulated 4.53 B in assets with no minimum investment requirements, while the total return for the last 3 years was 3.69%.
Check JPMorgan Investor 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 Investor Conservative 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 Investor Conservative Constituents

JPMorgan Investor Target Price Odds Analysis

What are JPMorgan Investor's target price odds to finish over the current price? Based on a normal probability distribution, the odds of JPMorgan Investor jumping above the current price in 90 days from now is about 87.93%. The JPMorgan Investor Conservative probability density function shows the probability of JPMorgan Investor mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon JPMorgan Investor has a beta of 0.3785. This indicates as returns on the market go up, JPMorgan Investor average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding JPMorgan Investor Conservative 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 Investor is significantly underperforming DOW.
  Odds Below 12.05HorizonTargetOdds Above 12.05
11.88%90 days
 12.05 
87.93%
Based on a normal probability distribution, the odds of JPMorgan Investor to move above the current price in 90 days from now is about 87.93 (This JPMorgan Investor Conservative probability density function shows the probability of JPMorgan Mutual Fund to fall within a particular range of prices over 90 days) .

JPMorgan Investor Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. JPMorgan Investor market risk premium is the additional return an investor will receive from holding JPMorgan Investor 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 Investor. 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 Investor's alpha and beta are two of the key measurements used to evaluate JPMorgan Investor's performance over the market, the standard measures of volatility play an important role as well.

JPMorgan Investor Against Markets

Picking the right benchmark for JPMorgan Investor 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 Investor 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 Investor is critical whether you are bullish or bearish towards JPMorgan Investor Conservative 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 Investor 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.

Did you try this?

Run Commodity Channel Index Now

   

Commodity Channel Index

Use Commodity Channel Index to analyze current equity momentum
All  Next Launch Module

Investing JPMorgan Investor Conservative

You need to understand the risk of investing before taking a position in JPMorgan Investor. The danger of trading JPMorgan Investor Conservative 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 Investor 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 Investor. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile JPMorgan Investor 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 Investor information on this page should be used as a complementary analysis to other JPMorgan Investor'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 Piotroski F Score module to get Piotroski F Score based on binary analysis strategy of nine different fundamentals.

Complementary Tools for JPMorgan Mutual Fund analysis

When running JPMorgan Investor price analysis, check to measure JPMorgan Investor'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 Investor is operating at the current time. Most of JPMorgan Investor's value examination focuses on studying past and present price action to predict the probability of JPMorgan Investor's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move JPMorgan Investor's price. Additionally, you may evaluate how the addition of JPMorgan Investor to your portfolios can decrease your overall portfolio volatility.
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
Please note, there is a significant difference between JPMorgan Investor's value and its price as these two are different measures arrived at by different means. Investors typically determine JPMorgan Investor value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, JPMorgan Investor'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.