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Jpmorgan Mid Cap Value Fd Instit: (MF: FLMVX)

(MF) As of Jun 30, 2015 06:05 PM ET

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$37.76 USD

+0.08 (0.21%)

Zacks MF Rank : 2 - Buy [?]   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of May 31, 2015

Total Return %* Percentile Rank Objective
YTD 3.60 55
3 months 0.81 45
6 months 5.31 24
1 Year 13.32 27
3 Year 20.80 19
5 Year 17.89 6
10 Year 10.15 8

* Annual for three years and beyond.

Zacks Premium Research for FLMVX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 35.11
% Yield 0.92
% SEC Yield NA
Net Assets (Mil $) 5/31/2015 10,164.31
%Turnover 5/31/2015 25.00

Risk

3 Year 5 Year 10 Year
Beta 0.90 0.95 0.99
Alpha 2.78 1.92 2.03
R Squared 0.80 0.91 0.91
Std. Dev. 8.56 12.25 15.38
Sharpe 2.47 1.52 1.00

Sector / Country Weightings

As of 5/31/2015 % of Portfolio
Finance 29.69
Retail Trade 15.46
Industrial Cyclical 12.98
Utilities 11.25
Technology 8.90
Non-Durable 7.51
Other 6.70
Consumer Durables 3.70
Services 1.48
Energy 1.45
Health 0.88

Portfolio Holdings

Top Holdings (As of ) % of Portfolio Value (Mil$)
NA NA NA

Stock Holding % of Net Assets

As Of 12/31/2014
Total Issues 107
Avg. P/E 22.02
Avg. P/Book 3.39
Avg. EPS Growth 9.21
Avg. Market Value (Mil $) 13,650

Allocation

% of Portfolio
Large Growth 0.00
Large Value 60.15
Small Growth 12.84
Small Value 0.00
Foreign Stock 4.35
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 15.76
Foreign Bond 0.00
High Yield Bond 0.00