• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    JPMorgan Intrepid Value R2 (JIVZX)

    35.92 Up 0.13(0.36%) Dec 19
    Prev Close:35.79
    YTD Return*:13.00%
    Net Assets*:1.70B
    Yield*:0.87%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for JIVZX

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC4.0422.40
    PFE3.366.46
    HPQ2.6140.87
    CVX2.55-5.35
    C2.444.39

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.7B
    Category:Large Value
    Annual Report Expense Ratio (net):1.19%

    Performance & Risk

    YTD Return:13.00%
    5y Avg Return:15.36%
    Rank in Category (ytd):12
    % Rank in Category (ytd):0.93%
    Beta (3y):1.06
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund generally defines large capitalization companies as those with a market capitalization over $10 billion at the time of purchase, and mid capitalization companies as those with market capitalization between $1 billion and $10 billion, at the time of purchase. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback