JPMorgan Intrepid Value R2 (JIVZX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for JIVZX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.19%|
Performance & Risk
|5y Avg Return:||22.69%|
|Rank in Category (ytd):||61|
|% Rank in Category (ytd):||4.68%|
|Morningstar Risk Rating:||3|
The investment seeks to provide long-term capital appreciation.
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. In implementing its main strategies, it invests primarily in a broad portfolio of common stocks of companies within the Russell 1000 Value Index that the adviser believes have characteristics such as attractive valuations, high quality and/or strong momentum that should lead to relative out performance. View More