JPTAX Rating, Research - JPMorgan Tax Aware Us Equity Sel

JPMorgan Tax Aware Us Equity Sel (jptax)

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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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%
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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 = 146

Threats + Weaknesses = 116

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities (see equity research) of approximately 30 to 50 large-capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 1000® Value Index. It invests up to 20% of total assets in equity securities (see equity research) of foreign issuers, through ADRs and similar investments. Furthermore, the fund can use futures, options or swap agreements, as well as other derivatives, to manage risk or to enhance return.


Management Analysis Update


Performance Analysis Update