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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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JLSRX:US

17.11 USD 0.01 0.06%

As of 09:29:30 ET on 05/22/2015.

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

Year To Date: -0.81% 3-Month: -0.47% 3-Year: +7.09% 52-Week Range: 16.38 - 17.43
1-Month: -0.06% 1-Year: +3.26% 5-Year: - Beta vs SPX: 0.60

Mutual Fund Chart for JLSRX

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  • JLSRX:US 17.11
  • 1M
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Fund Profile & Information for JLSRX

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 JLSRX

NAV (on 2015-05-22) 17.11
Assets (M) (on 2015-05-21) 140.84
Fund Leveraged N
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for JLSRX

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) 2.65

Fees & Expenses for JLSRX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.25
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 3.53

Top Fund Holdings for JLSRX

Filing Date: 03/31/2015
Name Position Value % of Total
Avago Technologies Ltd 31,009 3,937,523 2.729%
Union Pacific Corp 33,560 3,634,884 2.520%
ACE Ltd 29,180 3,253,278 2.255%
Lowe's Cos Inc 42,250 3,142,978 2.179%
Lam Research Corp 41,480 2,913,348 2.019%
Biogen Inc 6,753 2,851,387 1.976%
United Technologies Corp 22,620 2,651,064 1.838%
Honeywell International Inc 24,880 2,595,233 1.799%
Boston Scientific Corp 122,970 2,182,718 1.513%
Google Inc 3,961 2,164,600 1.500%

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

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