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JPMorgan Opportunistic Equity Long/Short Fund

JOELX:US
NASDAQ GM
18.44
USD
0.03
0.16%
As of 6/20/2018
Fund Type
Open-End Fund
52Wk Range
17.11 - 19.03
1 Yr Return
6.00%
YTD Return
2.27%
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Previous Close
18.41
52Wk Range
17.11 - 19.03
1 Yr Return
5.94%
YTD Return
2.27%
Fund Type
Open-End Fund
Objective
Long Short
Asset Class Focus
Alternative
Geographic Focus
U.S.
NAV (on 06/20/2018)
18.44
Total Assets (m USD) (on 06/20/2018)
220.781
Inception Date
08/29/2014
Last Dividend (on 12/13/2017)
0.1231
Dividend Indicated Gross Yield
-
Fund Managers
RICK I SINGH
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
1.20%
Expense Ratio
2.26%

Top Fund Holdings

Name Position Value % of Fund
44.83 m 44.83 m 25.09
72.25 k 17.08 m 9.56
56.00 16.28 m 9.11
99.34 k 9.42 m 5.27
107.61 k 7.63 m 4.27
46.38 k 7.60 m 4.25
29.15 k 6.76 m 3.78
90.48 k 6.75 m 3.78
6.43 k 6.55 m 3.66
62.35 k 6.26 m 3.50
Profile
JPMorgan Opportunistic Equity Long/Short Fund is an open-end fund incorporated in the USA. The Fund seeks capital appreciation. The Fund invests in long and short positions in equity securities, selecting from a universe of equity securities with market capitalizations similar to those included in the Russell 1000 and/or S&P 500 Index, at the time of purchase.
Address
JP Morgan Funds
270 Park Avenue
22nd Floor
New York, NY 10017
Phone
1-800-480-4111