JIESX Rating, Research - JPMorgan International Val S

JPMorgan International Val S (jiesx)

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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 = 86

Threats + Weaknesses = 76

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide high total return from a portfolio of foreign company equity securities (see equity research). The fund invests primarily in equities from developed countries included in the Morgan Stanley Capital International Europe, Australasia and Far East (EAFE) Value Index. It typically does not invest in U.S. companies. The funds sector weightings generally approximate those of the MSCI EAFE Value Index, although it does not seek to mirror the index in its choice of individual securities. The fund emphasizes those that are ranked as undervalued according to the proprietary research of the adviser while underweighting or avoiding those that appear overvalued.

Management Analysis Update

Performance Analysis Update