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JPMorgan Value Advantage Select

JVASX
26.03
+0.06
+0.23%
2/4/2016
5 Years
  • Previous Close

    25.97

  • Net Assets

    1.36B

  • Yield

    0.71%

  • Front load

    None

  • Expenses

    0.99%

  • Category

    Large Value

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

JPMorgan

Fund Style

Open

Fund Manager

Gloria Fu

Investment Style

Large Value

The investment seeks to provide long-term total return from a combination of income and capital gains. The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts (REITs). It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.

Purchase Information

Initial Purchase 1,000,000
Initial Purchase: IRA 1,000,000
Initial Purchase: AIP NA

Inception

2/28/2005

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