JPIAX Rating, Research - JPMorgan Intrepid America Sel

JPMorgan Intrepid America Sel (jpiax)

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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 = 275

Threats + Weaknesses = 168

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital growth. The fund normally invests at least 80% of assets in equities of large- and mid-capitalization U.S. companies. It invests primarily in a broad portfolio of common stocks (see stock research) of companies within the Russell 1000 Index that the adviser believes are undervalued and/or have strong momentum.

Management Analysis Update

JPMorgan Intrepid America Sel's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update