JIAAX Rating, Research - JPMorgan Intrepid America A

JPMorgan Intrepid America A (jiaax)

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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 = 275

Threats + Weaknesses = 168

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of the assets in equity securities (see equity research). These equity securities (see equity research) consist primarily of other investment companies (including ETFs) that invest primarily in U.S. common stock. It typically owns 5 to 3 0 positions in such securities, which may have any capitalization range.

Management Analysis Update

Performance Analysis Update