JFESX Rating, Research - JPMorgan Intrepid European Sel

JPMorgan Intrepid European Sel (jfesx)

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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 = 36

Threats + Weaknesses = 32

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

Fund Management Team

Fund Description Update

JPMorgan Intrepid European Sel (JFESX) Description: JFESX is a mutual fund, which is an investment that owns a basket of assets. The JFESX 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 small fund size classification. JFESXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. JFESXs expense ratio is roughly 1%. The latest JFESXs front end load was 0% and the back end load was 0%. The JPMorgan Intrepid European Sel (JFESX) mutual fund falls under the europe stock category. JFESX focuses its investments in EU and JFESX is not affiliated with a particular industry or fund sector. The JPMorgan Intrepid European Sel (JFESX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JFESXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JFESXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests primarily in equity securities (see equity research) issued by companies with principal business activities in Western Europe. It normally invests at least 80% of the value of assets in equity securities (see equity research) of European issuers. It invests no more than 20% of assets in debt securities denominated in a currency other than the U.S. dollar and no more than 20% of assets in debt securities issued by a single foreign government or international organization, such as the World Bank.

Management Analysis Update

Performance Analysis Update