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.
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