VSEAX Rating, Research - JPMorgan Small Cap Equity A

JPMorgan Small Cap Equity A (vseax)

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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 = 25

Threats + Weaknesses = 19

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

Fund Management Team

Fund Description Update

JPMorgan Small Cap Equity A (VSEAX) Description: VSEAX is a mutual fund, which is an investment that owns a basket of assets. The VSEAX 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 medium management tenure and is in the large fund size classification. VSEAXs minimum initial investment amount is $1000 while the IRA minimum is $0. VSEAXs expense ratio is roughly 1%. The latest VSEAXs front end load was 5% and the back end load was 0%. The JPMorgan Small Cap Equity A (VSEAX) mutual fund falls under the small growth category. VSEAX focuses its investments in USA and VSEAX is not affiliated with a particular industry or fund sector. The JPMorgan Small Cap Equity A (VSEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VSEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VSEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests 80% of net assets (plus any borrowings for investment purposes) in equity securities (see equity research) of environmentally sustainable companies. It may invest in any industry sector, but tends to focus on certain environmentally-oriented investment themes. The fund may invest in companies of any size capitalization. It intends to invest a significant portion of assets in domestic small-capitalization companies. The fund may invest up to 20% of assets in foreign securities.

Management Analysis Update

Performance Analysis Update