Jp Morgan Smartretirement Fund Cash Position Weight
| JTSQX Fund | USD 21.30 0.07 0.33% |
Jp Morgan Smartretirement fundamentals help investors to digest information that contributes to Jp Morgan's financial success or failures. It also enables traders to predict the movement of JTSQX Mutual Fund. The fundamental analysis module provides a way to measure Jp Morgan'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 Jp Morgan mutual fund.
JTSQX |
Jp Morgan Smartretirement Mutual Fund Cash Position Weight Analysis
Jp Morgan's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Jp Morgan Cash Position Weight | 4.89 % |
Most of Jp Morgan's fundamental indicators, such as Cash Position 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, Jp Morgan Smartretirement is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Jp Morgan Smartretirement has 4.89% in Cash Position Weight. This is 101.23% higher than that of the JPMorgan family and significantly higher than that of the Target-Date 2050 category. The cash position weight for all United States funds is notably lower than that of the firm.
JTSQX Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jp Morgan's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Jp Morgan could also be used in its relative valuation, which is a method of valuing Jp Morgan by comparing valuation metrics of similar companies.Jp Morgan is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Jp Morgan
The fund consists of 89.06% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Jp Morgan'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.
JTSQX Fundamentals
| Total Asset | 2.86 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 5.15 % | ||||
| One Year Return | 19.74 % | ||||
| Three Year Return | 2.97 % | ||||
| Five Year Return | 8.69 % | ||||
| Ten Year Return | 8.72 % | ||||
| Net Asset | 3.96 B | ||||
| Cash Position Weight | 4.89 % | ||||
| Equity Positions Weight | 89.06 % | ||||
| Bond Positions Weight | 0.69 % |
About Jp Morgan Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jp Morgan Smartretirement's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jp Morgan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jp Morgan Smartretirement 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.
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