OGEAX Rating, Research - JPMorgan Equity Index A

JPMorgan Equity Index A (ogeax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

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 = 283

Threats + Weaknesses = 187

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks the highest level of total return consistent with an aggressive level of risk. The fund invests primarily 75% to 85% of assets in various equity securities (see equity research) diversified in style, market capitalization, and geographic location. It invests 15% to 25% of assets in fixed-income securities varying in rate, duration and quality of credit exposure. The fund also invests less than 5% of assets in cash investment. While This investment vehicle is non-diversified, it invests in diversified underlying holdings.


Management Analysis Update


Performance Analysis Update