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    JPMorgan US Dynamic Plus C (JPSCX)

    17.48 Down 0.11(0.63%) Jan 23
    Prev Close:17.59
    YTD Return*:14.58%
    Net Assets*:313.03M
    Yield*:0.01%

    * As of 31-Dec-14

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

    Headlines

    ยป More Headlines for JPSCX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL5.21-0.95
    MSFT3.720.67
    WFC3.22-0.22
    AMGN2.630.38
    PFE2.580.58

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:313.03M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.79%

    Performance & Risk

    YTD Return:14.58%
    5y Avg Return:13.19%
    Rank in Category (ytd):11
    % Rank in Category (ytd):0.7%
    Beta (3y):1.07
    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 and real estate investment trusts (REITs). "Assets" means net assets, plus the amount of borrowings for investment purposes. View More
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