JPIVX Rating, Research - JPMorgan Intrepid Value Select

JPMorgan Intrepid Value Select (jpivx)

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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 = 105

Threats + Weaknesses = 75

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term total return through capital appreciation. The fund normally invests at least 80% of assets in mid-cap stocks (see stock research) of companies with an improving revenue and earnings growth outlook. The portfolio manager selects approximately 40 stocks (see stock research) based on bottom-up fundamental analysis, and takes a long-term approach with a focus on maximizing after-tax returns. It may invest in foreign securities.

Management Analysis Update

Performance Analysis Update