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 Dow Down 0.16% Nasdaq Up 0.40%

JPMorgan US Dynamic Plus C (JPSCX)

17.65 Up 0.04(0.23%) Jul 23
Prev Close:17.61
YTD Return*:5.91%
Net Assets*:289.01M
Yield*:0.08%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for JPSCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MSFT3.4113.42
WFC3.3617.56
AAPL3.0317.82
PFE2.75-0.10
PCLN2.437.26

Fund Basics

Morningstar Overall Rating:
Total Assets:289.01M
Category:Large Blend
Annual Report Expense Ratio (net):1.78%

Performance & Risk

YTD Return:5.91%
5y Avg Return:16.01%
Rank in Category (ytd):65
% Rank in Category (ytd):3.96%
Beta (3y):1.01
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in long and short positions with respect to equity securities of U.S. companies. These equity securities will primarily be common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. It intends to maintain an approximate net 100% long exposure to the equity market (long market value minus short market value). View More
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