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 Dow Down 0.16% Nasdaq Up 0.40%

JPMorgan Equity Focus Select (JPFSX)

24.06 Up 0.12(0.50%) Jul 23
Prev Close:23.94
YTD Return*:4.14%
Net Assets*:72.48M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for JPFSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GOOG7.1913.57
GILD5.747.26
PCLN5.09-7.70
L4.4417.56
WFC4.39-12.98

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:72.48M
Category:Large Growth
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:4.14%
5y Avg Return:N/A
Rank in Category (ytd):64
% Rank in Category (ytd):3.68%
Beta (3y):N/A
Morningstar Risk Rating:

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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