JMNCX : JPMorgan Research Market Neutral Fund Class C

JMNCX is a Alternatives Market Neutral with HIGH fees.


JPMorgan Research Market Neutral Fund Class C

FI Score

14 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

14% FI Score
  • jmncx
  • Mutual Fund
  • Alternatives
  • Neutral

JPMorgan Research Market Neutral Fund Class C

Expenses: 4.20% (Better than 0% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation from a broadly diversified portfolio of U.S. stocks while neutralizing the general risks associated with stock market investing. The fund takes long and short positions in different securities, selecting from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 and/or Standard & Poor's 500 (S&P 500) Indexes, in an effort to insulate the fund's performance from the effects of general stock market movements. The long and short positions are matched on a variety of risk characteristics in order to limit exposure to macroeconomic factors.

Largest Holdings

Amount Holding
1.96% Alphabet Inc Class C
1.85% Inc
1.80% Norfolk Southern Corp
1.74% Linde PLC
1.49% Microsoft Corp
1.40% Citigroup Inc
1.35% PayPal Holdings Inc
1.34% Leidos Holdings Inc
1.30% NextEra Energy Inc
1.26% Northrop Grumman Corp
1.25% O'Reilly Automotive Inc
1.19% Prologis Inc
1.16% Fidelity National Information Services Inc
1.16% Morgan Stanley
1.15% Chevron Corp
1.14% Cigna Corp

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