Nasdaq - Delayed Quote • USD
JPMorgan Trust IV - Macro Opportunities Fund (JPMIX)
At close: December 26 at 8:00 PM EST
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14.85 - YTD Return -11.34%
- Expense Ratio 1.70%
- Category Macro Trading
- Last Cap Gain 11.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 16.2M
- Beta (5Y Monthly) --
- Yield 1.46%
- 5y Average Return --
- Holdings Turnover 99.00%
- Last Dividend 0.22
- Inception Date Apr 15, 2020
The fund may invest in a wide range of investments and asset classes based on what the adviser believes are mispricings of investment opportunities due to the market's reaction to macro-economic trends. It utilizes a flexible approach to asset allocation and may use both long and short positions (which may be achieved through the use of derivatives) to vary exposure to different asset classes and markets based on the adviser's macro-economic views. The fund may invest in any region or country, including emerging markets, and may invest in securities denominated in any currency.
JPMorgan
Fund Family
Macro Trading
Fund Category
16.2M
Net Assets
2020-04-15
Inception Date
Performance Overview: JPMIX
Trailing returns as of 10/13/2022. Category is Macro Trading.
Holdings: JPMIX
Top 6 Holdings (42.42% of Total Assets)
Sector Weightings
SectorJPMIX
Technology 27.86%
Financial Services 24.78%
Consumer Cyclical 20.91%
Healthcare 9.08%
Communication Services 7.01%
Basic Materials 6.57%
Consumer Defensive 3.81%
Real Estate 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
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