JIOSX Rating, Research - JPMorgan Intl Opp Sel

JPMorgan Intl Opp Sel (jiosx)

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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 = 62

Threats + Weaknesses = 57

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

Fund Management Team

Fund Description Update

JPMorgan Intl Opp Sel (JIOSX) Description: JIOSX is a mutual fund, which is an investment that owns a basket of assets. The JIOSX 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. JIOSXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. JIOSXs expense ratio is roughly 1%. The latest JIOSXs front end load was 0% and the back end load was 0%. The JPMorgan Intl Opp Sel (JIOSX) mutual fund falls under the foreign large-cap mixed category. JIOSX focuses its investments in EU and Japan and JIOSX is not affiliated with a particular industry or fund sector. The JPMorgan Intl Opp Sel (JIOSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JIOSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JIOSXs 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 equity securities (see equity research) of foreign companies in developed and, to a lesser extent, emerging markets. The funds assets are invested primarily in equity securities (see equity research) of companies from developed countries other than the United States. Its assets may also be invested to a limited extent in emerging markets issuers. The fund invests substantially in securities denominated in foreign currencies and may seek to enhance returns and manage currency risk where appropriate through managing currency exposure. It may also invest a substantial part of its assets in just one region or country.

Management Analysis Update

Performance Analysis Update