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JPMorgan Equity Focus Select (JPFSX)

24.60 Up 0.19(0.78%) Sep 18
Prev Close:24.60
YTD Return*:7.92%
Net Assets*:77.69M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for JPFSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GOOG7.3345.62
GILD6.48-5.73
KSU4.33-9.23
L4.245.53
KSS4.1215.79

Fund Basics

Morningstar Overall Rating:
Total Assets:77.69M
Category:Large Growth
Annual Report Expense Ratio (net):0.99%

Performance & Risk

YTD Return:7.92%
5y Avg Return:N/A
Rank in Category (ytd):42
% Rank in Category (ytd):2.43%
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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