JPMorgan (NYSE:JPM) Intrepid Value C Fund JIVCX seeks capital growth for the long run. JIVCX invests a bulk of its assets in equity securities of mainly large- and mid-cap companies. JIVCX generally focuses on investing in those equity securities that are expected to offer strong momentum, high quality and attractive valuations.
This Large Value producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 3.5% and 5 year 11.6%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
The JPMorgan Intrepid Value C fund, as of the last filing, allocates their fund in top two major groups; Large Value and Small Growth. Further, as of the last filing, Bank of America Corporation (NYSE:BAC), Citigroup Inc (NYSE:C) and PNC Financial Services Group Inc (NYSE:PNC) were the top holdings for JIVCX.
This Zacks Rank #2 (Buy) was incepted in February 2005 and is managed by J.P. Morgan. JIVCX carries an expense ratio of 1.33% and requires a minimal initial investment of $1,000.
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Zacks Investment Research