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  • Fund Type: Open-End Fund
  • Objective: Long Short
  • Asset Class: Alternative
  • Geographic Focus: U.S.

JPMorgan Research Equity Long/Short Fund

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JLSCX:US

16.32 USD 0.000.00%

As of 09:29:30 ET on 03/27/2015.

Snapshot for JPMorgan Research Equity Long/Short Fund (JLSCX)

Year To Date: -0.91% 3-Month: -1.03% 3-Year: +4.98% 52-Week Range: 15.67 - 16.60
1-Month: -0.37% 1-Year: +3.03% 5-Year: - Beta vs SPX: 0.59

Mutual Fund Chart for JLSCX

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  • JLSCX:US 16.32
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Fund Profile & Information for JLSCX

JPMorgan Research Equity Long/Short Fund is an open-end fund incorporated in the USA. The Fund aims to provide long-term capital appreciation. The Fund takes long and short positions in equity securities, selecting from a universe of mid- to large capitalization stocks.

Inception Date: 05-28-2010 Telephone: 1-800-480-4111
Managers: STEVEN G LEE / RAFFAELE ZINGONE "RALPH"
Web Site: www.jpmorganfunds.com

Fundamentals for JLSCX

NAV (on 2015-03-27) 16.32
Assets (M) (on 2015-03-27) 141.04
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 25.00

Dividends for JLSCX

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) 2.77

Fees & Expenses for JLSCX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 1.25
Redemption Fee 0.00
12b1 Fee 0.75
Expense Ratio 4.48

Top Fund Holdings for JLSCX

Filing Date: 01/31/2015
Name Position Value % of Total
Union Pacific Corp 30,030 3,519,816 2.615%
Time Warner Inc 42,340 3,299,556 2.452%
ACE Ltd 28,850 3,114,646 2.314%
Lowe's Cos Inc 41,590 2,818,138 2.094%
Biogen Inc 7,203 2,803,119 2.083%
Avago Technologies Ltd 26,300 2,705,744 2.010%
United Technologies Corp 23,300 2,674,374 1.987%
Constellation Brands Inc 22,570 2,492,857 1.852%
Edison International 33,940 2,313,011 1.719%
Google Inc 4,070 2,175,496 1.616%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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