JUESX Rating, Research - JPMorgan Us Equity Sel

JPMorgan Us Equity Sel (juesx)

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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 juesx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide high total return from a portfolio of selected equity securities (see equity research). The fund invests at least 80% of assets in equity securities (see equity research) of U.S. companies. It primarily invests in large- and medium-capitalization U.S. companies, but it may also invest up to 20% of assets in common stocks (see stock research) of foreign companies, including depositary receipts. Sector by sector, the funds weightings are similar to those of the S&P 500 Index. Within each sector, the fund focuses on those equity securities (see equity research) that it considers most undervalued and seeks to outperform the S&P 500 through superior stock selection.

Management Analysis Update

Performance Analysis Update