JPSAX Rating, Research - JPMorgan Us Dynamic Plus A

JPMorgan Us Dynamic Plus A (jpsax)

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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 = 225

Threats + Weaknesses = 132

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

Fund Management Team

Fund Description Update

JPMorgan Us Dynamic Plus A (JPSAX) Description: JPSAX is a mutual fund, which is an investment that owns a basket of assets. The JPSAX 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. JPSAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. JPSAXs expense ratio is roughly 1%. The latest JPSAXs front end load was 5% and the back end load was 0%. The JPMorgan Us Dynamic Plus A (JPSAX) mutual fund falls under the large-cap mixed category. JPSAX focuses its investments in USA and JPSAX is not affiliated with a particular industry or fund sector. The JPMorgan Us Dynamic Plus A (JPSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JPSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JPSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and dividend income. Under normal circumstances, the fund normally invests at least 80% of net assets in a broadly diversified portfolio of equity securities (see equity research) in large-capitalization U.S. companies, including foreign issuers that are traded in the U.S. large capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the Standard & Poors 500 Composite Stock Price index.

Management Analysis Update

Performance Analysis Update