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JPMorgan US Smaller IT (LSE:JUSC) 5-Year Yield-on-Cost % : 0.77 (As of Jun. 24, 2024)


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What is JPMorgan US Smaller IT 5-Year Yield-on-Cost %?

JPMorgan US Smaller IT's yield on cost for the quarter that ended in Dec. 2023 was 0.77.


The historical rank and industry rank for JPMorgan US Smaller IT's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:JUSC' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.36   Med: 0.63   Max: 1.15
Current: 0.77


During the past 13 years, JPMorgan US Smaller IT's highest Yield on Cost was 1.15. The lowest was 0.36. And the median was 0.63.


LSE:JUSC's 5-Year Yield-on-Cost % is ranked worse than
95.47% of 1213 companies
in the Asset Management industry
Industry Median: 5.92 vs LSE:JUSC: 0.77

Competitive Comparison of JPMorgan US Smaller IT's 5-Year Yield-on-Cost %

For the Asset Management subindustry, JPMorgan US Smaller IT's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


JPMorgan US Smaller IT's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan US Smaller IT's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where JPMorgan US Smaller IT's 5-Year Yield-on-Cost % falls into.



JPMorgan US Smaller IT 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of JPMorgan US Smaller IT is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

JPMorgan US Smaller IT  (LSE:JUSC) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


JPMorgan US Smaller IT 5-Year Yield-on-Cost % Related Terms

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JPMorgan US Smaller IT (LSE:JUSC) Business Description

Traded in Other Exchanges
N/A
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan US Smaller Companies IT PLC is a UK-based investment company. It aims to achieve capital growth from investing in the US smaller companies. The company invests in a diversified portfolio and employs a manager with a strong focus on research and identifying the most attractive stocks in the us smaller companies universe. It reviews its performance against the Russell 2000 Index total return with net dividends reinvested, expressed in sterling terms which represent smaller companies' index and is rebalanced annually to represent the bottom 10% by market capitalization of all quoted companies in the us.

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