Jpmorgan Emerging Markets Fund Fundamentals
| JHURX Fund | USD 28.96 0.38 1.33% |
Jpmorgan Emerging Markets fundamentals help investors to digest information that contributes to Jpmorgan Emerging'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 Emerging'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 Emerging mutual fund.
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Jpmorgan Emerging Markets Mutual Fund Year To Date Return Analysis
Jpmorgan Emerging's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jpmorgan Emerging Year To Date Return | 1.44 % |
Most of Jpmorgan Emerging's fundamental indicators, such as Year To Date Return, 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 Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Jpmorgan Emerging Markets has a Year To Date Return of 1.4361%. This is much higher than that of the JPMorgan family and significantly higher than that of the Diversified Emerging Mkts category. The year to date return for all United States funds is notably lower than that of the firm.
Jpmorgan Emerging Markets Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jpmorgan Emerging's current stock value. Our valuation model uses many indicators to compare Jpmorgan Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jpmorgan Emerging competition to find correlations between indicators driving Jpmorgan Emerging's intrinsic value. More Info.Jpmorgan Emerging Markets is currently considered the top fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 116.76 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Jpmorgan Emerging by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Jpmorgan Emerging'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 Emerging's earnings, one of the primary drivers of an investment's value.Jpmorgan Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jpmorgan Emerging's direct or indirect competition against its Year To Date 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 Emerging could also be used in its relative valuation, which is a method of valuing Jpmorgan Emerging by comparing valuation metrics of similar companies.Jpmorgan Emerging is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Jpmorgan Emerging
The fund invests 99.08% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.92%) .Asset allocation divides Jpmorgan Emerging's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jpmorgan Fundamentals
| Total Asset | 15.04 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 1.44 % | ||||
| One Year Return | 7.38 % | ||||
| Three Year Return | (10.83) % | ||||
| Five Year Return | 1.18 % | ||||
| Ten Year Return | 4.31 % | ||||
| Net Asset | 5 B | ||||
| Last Dividend Paid | 0.21 | ||||
| Cash Position Weight | 0.92 % | ||||
| Equity Positions Weight | 99.08 % |
About Jpmorgan Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jpmorgan Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jpmorgan Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jpmorgan Emerging Markets 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.The fund invests at least 80 percent of the value of its assets in equity securities and equity-related instruments that are tied economically to emerging markets. Assets means net assets, plus the amount of borrowings for investment purposes. It may invest in securities denominated in U.S. dollars, other major reserve currencies, such as the euro, yen and pound sterling, and currencies of other countries in which it can invest.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Jpmorgan Emerging in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Jpmorgan Emerging's short interest history, or implied volatility extrapolated from Jpmorgan Emerging options trading.
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Try AI Portfolio ArchitectCheck out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jpmorgan Emerging Markets. 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 metropolitan statistical area. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.