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Jpmorgan Opportunistic Equity Long/short Fund Class A (JOELX)

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JPMorgan Opportunistic Equity Long/Short Fund Clas historical data, for real-time data please try another search
17.570 0.000    0%
20/09 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.83M
JPMorgan Opportunistic Equity Long/Short Fund Clas 17.570 0.000 0%

JOELX Overview

 
Find basic information about the Jpmorgan Opportunistic Equity Long/short Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JOELX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 0%
Prev. Close17.57
Risk Rating
TTM Yield0%
ROE19.81%
IssuerN/A
Turnover525%
ROA7.96%
Inception DateAug 29, 2014
Total Assets6.83M
Expenses1.80%
Min. Investment1,000
Market Cap188.83B
CategoryLong - Short Equity
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Jpmorgan Opportunistic Equity Long/short Fund Class A Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 986 1021 978 945 1111 -
Fund Return -1.36% 2.05% -2.19% -1.87% 2.13% -
Place in category 165 147 167 156 112 -
% in Category 88 81 88 91 78 -

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 65.32B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 24.84B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.3B 15.20 6.90 9.96
  JPMorgan US Equity R6 17.86B 22.19 9.31 13.64
  JPMorgan Equity Income Select 16.74B 14.96 6.64 9.68

Top Funds for Long-Short Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Neuberger Berman Long Short Instl 6.79B 5.27 3.31 5.58
  AQR Long-Short Equity I 1.97B 22.21 25.67 10.46
  Diamond Hill Long-Short I 1.62B 9.80 4.55 6.17
  AB Select US Long/Short Advisor 1.33B 16.13 5.70 7.46
  Calamos Phineus Long/Short I 953.85M 8.61 4.05 -

Top Holdings

Name ISIN Weight % Last Change %
  UnitedHealth US91324P1021 10.40 592.23 -0.16%
  PG E US69331C1080 9.32 21.04 +0.24%
  Fiserv US3377381088 8.10 210.92 +0.03%
  Berkshire Hathaway B US0846707026 6.08 470.28 +0.55%
  Alphabet A US02079K3059 5.95 172.49 -1.76%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy BUY
Summary Strong Buy Strong Buy Buy
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