Jpmorgan E is trading at 7.25 as of the 22nd of July 2025; that is 0.28 percent increase since the beginning of the trading day. The fund's open price was 7.23. Jpmorgan E has about a 20 % 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. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its assets in bonds. Under normal conditions, at least 70 percent of its total assets must be invested in securities that, at the time of purchase, are rated investment grade. The funds investments in below investment grade securities or the unrated equivalent including below investment grade foreign securities will not, under normal circumstances, exceed more than 30 percent of the funds total assets. More on Jpmorgan E Plus
Jpmorgan E Plus [OBDCX] is traded in USA and was established 22nd of July 2025. Jpmorgan E is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of JPMorgan family. This fund now has accumulated 17.34 B in assets with minimum initial investment of 1 K. Jpmorgan E Plus is currently producing year-to-date (YTD) return of 3.12% with the current yeild of 0.04%, while the total return for the last 3 years was 2.19%.
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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 E Plus 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.
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan E financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan E security.