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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

Morningstar Rating:
Total Assets: 6.83M

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

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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. (ISIN: US46641U6064)

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Rating

1-Year Change - 0%

Prev. Close17.57

Risk Rating

TTM Yield0%

ROE19.81%

IssuerJPMorgan

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

This Could Be The Best Fund For An Up-Down-Up-Down Market By Joseph L. Shaefer - Sep 18, 2020

This post was written exclusively for Investing.comYou do not buy a quality long/short fund for thrills and spills. Robinhood gunslingers would likely find the JP Morgan...

Performance

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	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	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	69.58B	34.70	11.07	17.87
JPMorgan Large Cap Growth Select	26.59B	34.39	10.79	17.56
JPMorgan Equity Income R6	22.54B	22.10	10.32	10.31
JPMorgan US Equity R6	18.07B	29.10	11.71	14.03
JPMorgan Equity Income Select	15.89B	21.82	10.03	10.03

Top Funds for Long-Short Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Neuberger Berman Long Short Instl	6.96B	7.74	5.10	5.71
AQR Long-Short Equity I	1.94B	28.51	27.41	10.75
Diamond Hill Long-Short I	1.54B	10.51	5.79	6.11
AB Select US Long/Short Advisor	1.29B	20.89	7.39	7.74
Calamos Phineus Long/Short I	925.2M	9.24	6.28	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	10.40	490.60	-1.83%
PG E	US69331C1080	9.32	19.60	+2.08%
Fiserv	US3377381088	8.10	203.81	+1.02%
Berkshire Hathaway B	US0846707026	6.08	451.50	+1.10%
Alphabet A	US02079K3059	5.95	190.36	+1.04%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Opportun.	17.570	0.000	0%