Dow Down 0.18% Nasdaq Up 0.39%

JPMorgan Equity Focus Select (JPFSX)

24.60 Up 0.07(0.29%) Sep 2
Prev Close:24.53
YTD Return*:3.12%
Net Assets*:73.80M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for JPFSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GOOG7.5221.84
GILD5.99-12.50
KSU4.3612.33
WFC4.17-12.16
L4.157.18

Fund Basics

Morningstar Overall Rating:
Total Assets:73.8M
Category:Large Growth
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:3.12%
5y Avg Return:N/A
Rank in Category (ytd):51
% Rank in Category (ytd):2.95%
Beta (3y):1.18
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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