JPMorgan Intrepid Value R2 Fund (JIVZX - Free Report) seeks growth of capital for the long run. JIVZX invests a bulk of its assets in equity securities of both large- and mid-cap companies, which are expected to offer strong momentum and attractive valuations.
This Large Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 3.8% and 5 year 11.8%. 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 R2 fund, as of the last filing, allocates their fund in top two major groups; Large Value and Large Growth. Further, as of the last filing, Bank of America Corporation, Citigroup Inc and PNC Financial Services Group Inc were the top holdings for JIVZX.
This Zacks Rank #2 (Buy) was incepted in November 2008 and is managed by J.P. Morgan. JIVZX carries an expense ratio of 1.18% and requires a minimal initial investment of $0.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
JPMorgan Intrepid Value R2 Fund (JIVZX - Free Report) seeks growth of capital for the long run. JIVZX invests a bulk of its assets in equity securities of both large- and mid-cap companies, which are expected to offer strong momentum and attractive valuations.
This Large Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 3.8% and 5 year 11.8%. 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 R2 fund, as of the last filing, allocates their fund in top two major groups; Large Value and Large Growth. Further, as of the last filing, Bank of America Corporation, Citigroup Inc and PNC Financial Services Group Inc were the top holdings for JIVZX.
This Zacks Rank #2 (Buy) was incepted in November 2008 and is managed by J.P. Morgan. JIVZX carries an expense ratio of 1.18% and requires a minimal initial investment of $0.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
Get the latest research report on JIVZX - FREE