JMVSX Rating, Research - JPMorgan Mid Cap Value Sel

JPMorgan Mid Cap Value Sel (jmvsx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 61

Threats + Weaknesses = 54

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks (see stock research) of mid-capitalization U.S. companies. Mid-cap companies are considered to be those with market capitalizations like those found in the Russell Midcap Index.


Management Analysis Update


Performance Analysis Update