JILSX Rating, Research - JPMorgan Us Dynamic Plus Sel

JPMorgan Us Dynamic Plus Sel (jilsx)

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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 = 223

Threats + Weaknesses = 132

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund mainly invests in common stocks [*http://www.wikiwealth.com/company (see stock research) of U.S. companies] that have the greatest potential for capital appreciation with stock prices that reflect a value lower than that which the adviser places on the company, or whose earnings the adviser believes are likely to grow over time. It invests mainly in large companies.

Management Analysis Update

JPMorgan Us Dynamic Plus Sel's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update