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    JPMorgan Intrepid Value Select (JPIVX)

    27.58 Up 0.02(0.07%) Feb 10
    Prev Close:27.58
    YTD Return*:-8.04%
    Net Assets*:1.61B
    Yield*:1.80%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for JPIVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC4.25N/A
    PFE3.72N/A
    C3.16N/A
    BAC2.72N/A
    VLO2.33N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.61B
    Category:Large Value
    Annual Report Expense Ratio (net):0.71%

    Performance & Risk

    YTD Return:-8.04%
    5y Avg Return:8.85%
    Rank in Category (ytd):96
    % Rank in Category (ytd):6.48%
    Beta (3y):1.09
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide long-term capital appreciation. Under normal circumstances, 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. It invests primarily in a broad portfolio of equity securities that the adviser believes have characteristics such as attractive valuations, high quality and/or strong momentum that should lead to relative outperformance. View More
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