SUSIX Rating, Research - JPMorgan Us Real Estate A

JPMorgan Us Real Estate A (susix)

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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 = 63

Threats + Weaknesses = 39

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

Fund Management Team

Fund Description Update

JPMorgan Us Real Estate A (SUSIX) Description: SUSIX is a mutual fund, which is an investment that owns a basket of assets. The SUSIX 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 average fund size classification. SUSIXs minimum initial investment amount is $1000 while the IRA minimum is $1000. SUSIXs expense ratio is roughly 1%. The latest SUSIXs front end load was 5% and the back end load was 0%. The JPMorgan Us Real Estate A (SUSIX) mutual fund falls under the real estate category. SUSIX focuses its investments in USA and SUSIX is focused on the financial industry or fund sector. The JPMorgan Us Real Estate A (SUSIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SUSIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SUSIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities (see equity research) issued by companies with small market capitalizations. These companies generally have market capitalizations that fall within the range of the Russell 2000 index or the Standard & Poors SmallCap 600 index. It invests primarily in common stocks (see stock research). The fund may invest in domestic and foreign issuers, as well as growth stocks (see stock research), value stocks (see stock research), or both.

Management Analysis Update

JPMorgan Us Real Estate A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update