4 / 5 Stars
5 5 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#14 in Large Value
U.S. News evaluated 329 Large Value 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 21.84 percent over the past year, 15.80 percent over the past three years, and 25.05 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.6%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||25.0%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term total return from a combination of income and capital gains. The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts (REITs). It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.
Fees are Low compared to funds in the same category.
JPMorgan Value Advantage Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.