JPMorgan Intrepid Value R2 (JIVZX)
* As of 31-Aug-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.19%|
Performance & Risk
|5y Avg Return:||14.95%|
|Rank in Category (ytd):||72|
|% Rank in Category (ytd):||5.05%|
|Morningstar Risk Rating:||3|
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