JCMVX Rating, Research - JPMorgan Mid Cap Value C

JPMorgan Mid Cap Value C (jcmvx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 72

Threats + Weaknesses = 58

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

Fund Management Team

Fund Description Update

JPMorgan Mid Cap Value C (JCMVX) Description: JCMVX is a mutual fund, which is an investment that owns a basket of assets. The JCMVX 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 average fund size classification. JCMVXs minimum initial investment amount is $1000 while the IRA minimum is $1000. JCMVXs expense ratio is roughly 2%. The latest JCMVXs front end load was 0% and the back end load was 1%. The JPMorgan Mid Cap Value C (JCMVX) mutual fund falls under the mid-cap value category. JCMVX focuses its investments in USA and JCMVX is not affiliated with a particular industry or fund sector. The JPMorgan Mid Cap Value C (JCMVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JCMVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JCMVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation; income is secondary. The fund invests at least 80% of assets in securities of ??hard asset? companies and instruments that derive their value from ??hard assets.? It may invest 20% of its assets in securities issued by other investment companies (excluding money market funds), including open end and closed end funds and exchange traded funds (ETFs), subject to limitations under This investment vehicle Company Act of 1940 (the ??1940 Act?). It is non-diversified.


Management Analysis Update


Performance Analysis Update