JPMorgan Intrepid Value C Fund (JIVCX - Free Report) seeks capital growth for the long run. JIVCX invests a bulk of its assets in equity securities of mainly large- and mid-cap companies. JIVCX generally focuses on investing in those equity securities that are expected to offer strong momentum, high quality and attractive valuations.
This Large Value producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 3.5% and 5 year 11.6%. 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 C fund, as of the last filing, allocates their fund in top two major groups; Large Value and Small Growth. Further, as of the last filing, Bank of America Corporation, Citigroup Inc and PNC Financial Services Group Inc were the top holdings for JIVCX.
This Zacks Rank #2 (Buy) was incepted in February 2005 and is managed by J.P. Morgan. JIVCX carries an expense ratio of 1.33% and requires a minimal initial investment of $1,000.
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 >>