JPMorgan Us Real Estate Sel (suiex)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
JPMorgan Us Real Estate Sel (SUIEX) Description: SUIEX is a mutual fund, which is an investment that owns a basket of assets. The SUIEX 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. SUIEXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. SUIEXs expense ratio is roughly 1%. The latest SUIEXs front end load was 0% and the back end load was 0%. The JPMorgan Us Real Estate Sel (SUIEX) mutual fund falls under the real estate category. SUIEX focuses its investments in USA and SUIEX is focused on the financial industry or fund sector. The JPMorgan Us Real Estate Sel (SUIEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SUIEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SUIEXs research report features technical analysis and long term investment potential.
This investment vehicle seeks capital appreciation. The fund invests in companies with a small market capitalization, which is currently defined as $3.5 billion or less. It normally invests at least 80% of net assets plus the amount of any borrowings for investment purposes in common stocks (see stock research) and other equity type securities (including preferred stock, convertible debt securities and warrants) of companies with small market capitalization. As long as an investment continues to meet other criteria, the fund may choose to hold such securities even if the company grows beyond the $3.5 billion capitalization level.