JRMSX Rating, Research - Intech Risk-Managed Core T

Intech Risk-Managed Core T (jrmsx)

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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 = 188

Threats + Weaknesses = 149

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

Fund Management Team

Intech Funds

Fund Description Update

Intech Risk-Managed Core T (JRMSX) Description: JRMSX is a mutual fund, which is an investment that owns a basket of assets. The JRMSX mutual fund was provided by Intech and this investment vehicle derives the majority of its value from equity holdings (stocks). Intechs mutual fund has a medium management tenure and is in the small fund size classification. JRMSXs minimum initial investment amount is $2500 while the IRA minimum is $500. JRMSXs expense ratio is roughly 1%. The latest JRMSXs front end load was 0% and the back end load was 0%. The Intech Risk-Managed Core T (JRMSX) mutual fund falls under the large-cap mixed category. JRMSX focuses its investments in USA and JRMSX is not affiliated with a particular industry or fund sector. The Intech Risk-Managed Core T (JRMSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JRMSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JRMSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks a long term growth of capital. The fund invests at least 80% of net assets in equity securities (see equity research). It focuses on large cap U.S companies with a market capitalization greater than $10 billion that the funds advisors believes are quality companies whose stock offers the potential for future price appreciation. The fund ordinarily expects to hold stocks (see stock research) of 25 to 35 different companies operating in 15 to 20 different industries. It seeks to buy and hold its securities for the long term and seeks to keep portfolio turnover to a minimum.

Management Analysis Update

Performance Analysis Update