VSEIX Rating, Research - JPMorgan Small Cap Equity Sel

JPMorgan Small Cap Equity Sel (vseix)

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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 vseix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

JPMorgan Small Cap Equity Sel (VSEIX) Description: VSEIX is a mutual fund, which is an investment that owns a basket of assets. The VSEIX 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. VSEIXs minimum initial investment amount is $1000000 while the IRA minimum is $0. VSEIXs expense ratio is roughly 1%. The latest VSEIXs front end load was 0% and the back end load was 0%. The JPMorgan Small Cap Equity Sel (VSEIX) mutual fund falls under the small growth category. VSEIX focuses its investments in USA and VSEIX is not affiliated with a particular industry or fund sector. The JPMorgan Small Cap Equity Sel (VSEIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VSEIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VSEIXs 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 net assets, plus borrowings for investment purposes, in a diversified portfolio of small-cap equity securities (see equity research). It invests primarily in equity securities (see equity research), principally common and preferred stocks (see stock research), of small-cap companies with market capitalizations that fall within the range of the Russell 2000 Growth Index.

Management Analysis Update

Performance Analysis Update