Jpmorgan Trust is trading at 21.62 as of the 26th of October 2025; that is 0.75% up since the beginning of the trading day. The fund's open price was 21.46. Jpmorgan Trust has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 28th of July 2025 and ending today, the 26th of October 2025. Click here to learn more.
Normally, the fund invests at least 80 percent of its assets in equity securities and equity-related instruments that are tied economically to emerging markets. The adviser seeks to construct a portfolio of long holdings that will outperform the MSCI Emerging Markets Index over time while maintaining similar risk characteristics, including sector and geographic risks. More on Jpmorgan Trust Iv
Jpmorgan Trust Iv [EMREX] is traded in USA and was established 26th of October 2025. Jpmorgan Trust is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of JPMorgan family. This fund currently has accumulated 1.89 B in assets under management (AUM) with minimum initial investment of 1000 K. Jpmorgan Trust Iv is currently producing year-to-date (YTD) return of 19.24% with the current yeild of 0.02%, while the total return for the last 3 years was 10.06%.
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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 Trust Iv 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 Trust 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 Trust security.