3 / 5 Stars
4 4 4 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#162 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.13 percent over the past year, 15.02 percent over the past three years, 23.14 percent over the past five years, and 6.79 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.2%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||23.1%|
|10 Years (Annualized)||6.8%|
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity investments across all market capitalizations. "Assets" means net assets, plus the amount of borrowings for investment purposes. It will generally invest in companies with a market capitalization of $500 million or greater at the time of purchase.
Fees are Above Average compared to funds in the same category.
JPMorgan Intrepid Advantage Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.