Jpmorgan Dynamic Small Fund Quote
| VSCOX Fund | USD 25.42 0.24 0.95% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Jpmorgan Dynamic is trading at 25.42 as of the 16th of May 2024; that is 0.95% increase since the beginning of the trading day. The fund's open price was 25.18. Jpmorgan Dynamic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Jpmorgan Dynamic Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of June 2022 and ending today, the 16th of May 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of small cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.. More on Jpmorgan Dynamic Small
Moving together with Jpmorgan Mutual Fund
| 0.81 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.81 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.82 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.81 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.81 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.83 | SRJZX | Jpmorgan Smartretirement | PairCorr |
| 0.83 | SRJCX | Jpmorgan Smartretirement | PairCorr |
Jpmorgan 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. Jpmorgan Dynamic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Jpmorgan Dynamic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | JPMorgan Funds, Large Funds, Small Blend Funds, Small Blend, JPMorgan, Large, Small Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Jpmorgan Dynamic Small [VSCOX] is traded in USA and was established 16th of May 2024. Jpmorgan Dynamic is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Small Blend category and is part of JPMorgan family. This fund at this time has accumulated 1.3 B in net assets with no minimum investment requirementsJpmorgan Dynamic Small is currently producing year-to-date (YTD) return of 3.9% with the current yeild of 0.0%, while the total return for the last 3 years was -1.09%.
Check Jpmorgan Dynamic 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 Dynamic Small 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 Dynamic Small Mutual Fund Constituents
| HELE | Helen of Troy | Stock | Consumer Discretionary |
| MANT | ManTech International | Stock | Software—Application |
| IRTC | iRhythm Technologies | Stock | Health Care |
| NKTR | Nektar Therapeutics | Stock | Health Care |
| HUBS | HubSpot | Stock | Information Technology |
| TDOC | Teladoc | Stock | Health Care |
| MSA | MSA Safety | Stock | Industrials |
Jpmorgan Dynamic Target Price Odds Analysis
Based on a normal probability distribution, the odds of Jpmorgan Dynamic jumping above the current price in 90 days from now is about 29.08%. The Jpmorgan Dynamic Small probability density function shows the probability of Jpmorgan Dynamic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Jpmorgan Dynamic has a beta of 0.0232. This entails as returns on the market go up, Jpmorgan Dynamic average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Jpmorgan Dynamic Small will be expected to be much smaller as well. Additionally, jpmorgan Dynamic Small has an alpha of 0.0298, implying that it can generate a 0.0298 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Jpmorgan Dynamic to move above the current price in 90 days from now is about 29.08 (This Jpmorgan Dynamic Small probability density function shows the probability of Jpmorgan Mutual Fund to fall within a particular range of prices over 90 days) .
Jpmorgan Dynamic Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Jpmorgan Dynamic market risk premium is the additional return an investor will receive from holding Jpmorgan Dynamic 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 Dynamic. 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 Dynamic's alpha and beta are two of the key measurements used to evaluate Jpmorgan Dynamic's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8559 | |||
| Semi Deviation | 1.15 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.22 |
Jpmorgan Dynamic Against Markets
Picking the right benchmark for Jpmorgan Dynamic 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 Dynamic 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 Dynamic is critical whether you are bullish or bearish towards Jpmorgan Dynamic Small at a given time. Please also check how Jpmorgan Dynamic's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Jpmorgan Dynamic 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.Did you try this?
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Portfolio SuggestionGet suggestions outside of your existing asset allocation including your own model portfolios |
| All Next | Launch Module |
How to buy Jpmorgan Mutual Fund?
Before investing in Jpmorgan Dynamic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Jpmorgan Dynamic. To buy Jpmorgan Dynamic fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Jpmorgan Dynamic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Jpmorgan Dynamic fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Jpmorgan Dynamic Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Jpmorgan Dynamic Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Jpmorgan Dynamic Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Jpmorgan Dynamic Small?
The danger of trading Jpmorgan Dynamic Small 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 Dynamic 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 Dynamic. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Jpmorgan Dynamic Small 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Jpmorgan Dynamic Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.