HLQVX Rating, Research - JPMorgan Large Cap Value Select

JPMorgan Large Cap Value Select (hlqvx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 131

Threats + Weaknesses = 101

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hlqvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Large Cap Value Select (HLQVX) Description: HLQVX is a mutual fund, which is an investment that owns a basket of assets. The HLQVX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a medium management tenure and is in the average fund size classification. HLQVXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. HLQVXs expense ratio is roughly 1%. The latest HLQVXs front end load was 0% and the back end load was 0%. The JPMorgan Large Cap Value Select (HLQVX) mutual fund falls under the large-cap value category. HLQVX focuses its investments in USA and HLQVX is not affiliated with a particular industry or fund sector. The JPMorgan Large Cap Value Select (HLQVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HLQVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HLQVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks income and long-term growth of capital. The fund normally invests primarily in a portfolio of income-producing equity securities (see equity research) (although investments are also made in non-convertible preferred stocks (see stock research) and debt securities). It may invest up to 25% of total assets in securities of foreign issuers. The fund may invest up to 15% of total assets in real estate investment trusts. It may purchase and sell options, futures contracts and options on futures contracts, which are derivative instruments, for various portfolio management purposes, including earning income, to facilitate portfolio management and to mitigate risks.

Management Analysis Update

Performance Analysis Update