JAMCX Rating, Research - JPMorgan Mid Cap Value A

JPMorgan Mid Cap Value A (jamcx)

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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 = 61

Threats + Weaknesses = 55

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

Fund Management Team

Fund Description Update

JPMorgan Mid Cap Value A (JAMCX) Description: JAMCX is a mutual fund, which is an investment that owns a basket of assets. The JAMCX 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 long management tenure and is in the large fund size classification. JAMCXs minimum initial investment amount is $1000 while the IRA minimum is $1000. JAMCXs expense ratio is roughly 1%. The latest JAMCXs front end load was 5% and the back end load was 0%. The JPMorgan Mid Cap Value A (JAMCX) mutual fund falls under the mid-cap value category. JAMCX focuses its investments in USA and JAMCX is not affiliated with a particular industry or fund sector. The JPMorgan Mid Cap Value A (JAMCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JAMCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JAMCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation, and as a secondary objective, current income. The fund invests mainly in common stocks [*http://www.wikiwealth.com/company (see stock research) of U.S. companies] of any size, with a focus on value stocks (see stock research) that are currently undervalued by the market.

Management Analysis Update

Performance Analysis Update