JUECX Rating, Research - JPMorgan Us Equity C

JPMorgan Us Equity C (juecx)

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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 = 287

Threats + Weaknesses = 176

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

Fund Management Team

Fund Description Update

JPMorgan Us Equity C (JUECX) Description: JUECX is a mutual fund, which is an investment that owns a basket of assets. The JUECX 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 long management tenure and is in the small fund size classification. JUECXs minimum initial investment amount is $1000 while the IRA minimum is $1000. JUECXs expense ratio is roughly 2%. The latest JUECXs front end load was 0% and the back end load was 1%. The JPMorgan Us Equity C (JUECX) mutual fund falls under the large-cap mixed category. JUECX focuses its investments in USA and JUECX is not affiliated with a particular industry or fund sector. The JPMorgan Us Equity C (JUECX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find JUECXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of JUECXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks an attractive total return comprised of income from dividends and long-term capital appreciation. The fund normally invests at least 80% of net assets in dividend-paying common and preferred stocks (see stock research). It seeks to provide income from dividends that is tax-advantaged, subject to holding period requirements. The fund focuses on dividend-paying securities, the fund may, from time to time, have a greater exposure to the higher dividend-yield sectors and industries than the broad equity market. It may invest up to 25% of net assets in non-U.S. equity securities (see equity research) that are U.S. dollar-denominated.

Management Analysis Update

Performance Analysis Update