YHD - Delayed Quote USD

JPMorgan US Dynamic Plus C (JPSCX)

18.69 0.00 (0.00%)
At close: June 28 at 6:07 PM EDT

Top 10 Holdings (28.86% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 5.48%
MSFT
Microsoft Corporation 4.26%
BA
The Boeing Company 3.14%
2.67%
CAT
Caterpillar Inc. 2.50%
GILD
Gilead Sciences, Inc. 2.34%
VLO
Valero Energy Corporation 2.25%
ORCL
Oracle Corporation 2.16%
AMAT
Applied Materials, Inc. 2.08%
AMGN
Amgen Inc. 1.98%
Get Quotes for Top Holdings

Sector Weightings

SectorJPSCX
Technology   23.87%
Consumer Cyclical   16.42%
Financial Services   13.00%
Healthcare   12.98%
Industrials   12.95%
Consumer Defensive   5.97%
Energy   5.75%
Basic Materials   3.01%
Communication Services   2.21%
Real Estate   2.02%
Utilities   1.82%

Overall Portfolio Composition (%)

Cash 0.00%
Stocks 97.84%
Bonds 2.16%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
Other 0.00%

Equity Holdings

Average JPSCX Category Average
Price/Earnings 17.52 26.32
Price/Book 2.9 4.98
Price/Sales 1.46 2.79
Price/Cashflow 10.86 17.61
Median Market Cap 50,387.43 265,875.19
3 Year Earnings Growth 10.97 19.53

Bond Holdings

Average JPSCX Category Average
Maturity -- --
Duration -- -1.15
Credit Quality -- --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 352.9M
YTD Return 2.98%
Yield 0.00%
Morningstar Rating
Inception Date Jan 31, 2006

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.

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