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

JPMorgan Research Equity Long/Short Fund

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JLSCX:US

16.81 USD 0.03 0.18%

As of 09:29:30 ET on 11/21/2014.

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

Year To Date: +4.10% 3-Month: +0.73% 3-Year: +6.76% 52-Week Range: 15.84 - 16.91
1-Month: +1.57% 1-Year: +6.48% 5-Year: - Beta vs SPX: 0.60

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  • JLSCX:US 16.81
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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 2014-11-21) 16.81
Assets (M) (on 2014-11-21) 130.21
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 25.00

Dividends for JLSCX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-09-30) 0.00
Dividend Yield (ttm) 3.48

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: 09/30/2014
Name Position Value % of Total
JPMorgan Prime Money Market Fu 15,533,356 15,533,356 10.794%
Time Warner Inc 54,810 4,122,260 2.864%
Johnson & Johnson 28,690 3,058,067 2.125%
ACE Ltd 22,630 2,373,208 1.649%
Avago Technologies Ltd 25,700 2,235,900 1.554%
Google Inc 3,870 2,234,383 1.553%
Google Inc 3,630 2,135,928 1.484%
Fluor Corp 31,160 2,081,176 1.446%
Honeywell International Inc 21,250 1,978,800 1.375%
Alcoa Inc 115,610 1,860,165 1.293%

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

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