JOEQX : JPMorgan Opportunistic Equity Long/Short Fund Class I

JOEQX is a Alternatives Market Short with MODERATE fees.

JOEQX

JPMorgan Opportunistic Equity Long/Short Fund Class I

FI Score

44 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

44% FI Score
  • joeqx
  • Mutual Fund
  • Alternatives
  • Short

JPMorgan Opportunistic Equity Long/Short Fund Class I

Expenses: 1.99% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets 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. "Assets" means net assets plus the amount of borrowings for investment purposes. In implementing its strategy, it primarily will buy or sell short common stocks, including real estate investment trusts (REITs) and depositary receipts. The fund's gross equity market exposure is limited to 200%. It is non-diversified.

Largest Holdings

Amount Holding
12.85% Cigna Corp
11.11% UnitedHealth Group Inc
9.13% Alibaba Group Holding Ltd ADR
8.26% Fiserv Inc
6.50% McKesson Corp
6.24% Uber Technologies Inc
5.95% Tesla Inc
5.24% NVIDIA Corp
3.85% Mondelez International Inc Class A
2.67% NextEra Energy Inc
2.58% Amazon.com Inc
2.49% Lyft Inc Class A
2.39% RingCentral Inc Class A
2.28% Canadian Pacific Railway Ltd
2.26% Fidelity National Information Services Inc
2.00% Air Products & Chemicals Inc

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