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JPMorgan Equity Focus Select (JPFSX)

23.04 Up 0.23(1.01%) Oct 17
Prev Close:22.81
YTD Return*:6.25%
Net Assets*:76.57M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for JPFSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD7.4640.60
GOOG7.18-4.95
KSU4.498.51
KSS4.44-13.94
L4.3215.11

Fund Basics

Morningstar Overall Rating:
Total Assets:76.57M
Category:Large Growth
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:6.25%
5y Avg Return:N/A
Rank in Category (ytd):37
% Rank in Category (ytd):2.14%
Beta (3y):1.16
Morningstar Risk Rating:4

Fund Summary

The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It typically invests in equity securities with market capitalizations of $1 billion or more. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts. The fund is non-diversified. View More
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