PGMIX Rating, Research - JPMorgan Market Expansion Index Select

JPMorgan Market Expansion Index Select (pgmix)

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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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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

BUY

SWOT Statistics

Strengths + Opportunities = 30

Threats + Weaknesses = 24

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests mainly in stocks (see stock research) of U.S. issuers having a market capitalization up to $13 billion. This includes both small cap stocks (see stock research) (stocks (see stock research) of issuers that have a market capitalization under $3 billion) and mid cap stocks (see stock research) (stocks (see stock research) of issuers having a capitalization between $3 billion and $13 billion). It invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in equity securities (see equity research) of small-cap and mid-cap issuers.


Management Analysis Update


Performance Analysis Update