JPGSX Rating, Research - JPMorgan Intrepid Gr Sel

JPMorgan Intrepid Gr Sel (jpgsx)

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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 = 253

Threats + Weaknesses = 159

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of net assets in securities of large-capitalization companies and up to 25% of total assets in equity securities (see equity research) of foreign issuers, through ADRs and similar investments. It invests principally in equity securities (see equity research) of large-capitalization companies that are believed to have prospects for robust and sustainable growth of revenues and earnings. Large-capitalization companies are companies with market capitalizations within the range of the Russell 1000® Index. The fund may use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.

Management Analysis Update

Performance Analysis Update