JPFCX : JPMorgan Equity Focus Fund Class C

JPFCX is a US Stocks Market Large Growth with HIGH fees.

JPFCX

JPMorgan Equity Focus Fund Class C

FI Score

21 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

21% FI Score
  • jpfcx
  • Mutual Fund
  • US Stocks
  • Large Growth

JPMorgan Equity Focus Fund Class C

Expenses: 1.59% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. It typically invests in equity securities with market capitalizations of $1 billion or more. The fund is non-diversified.

Largest Holdings

Amount Holding
6.52% Microsoft Corp
5.78% Amazon.com Inc
4.10% Apple Inc
3.99% UnitedHealth Group Inc
3.96% Berkshire Hathaway Inc Class B
3.58% Alphabet Inc Class C
3.55% Loews Corp
3.33% The Home Depot Inc
3.21% Pfizer Inc
3.13% Bank of America Corp
2.90% Mastercard Inc A
2.87% Charles Schwab Corp
2.80% Amgen Inc
2.72% Capital One Financial Corp
2.61% Martin Marietta Materials Inc
2.43% Tesla Inc
2.38% Federal Realty Investment Trust
2.37% Packaging Corp of America
2.35% Xcel Energy Inc
2.31% T. Rowe Price Group Inc
2.19% Public Storage
2.01% Booking Holdings Inc
1.96% Qualcomm Inc
1.90% Advanced Micro Devices Inc
1.79% Synopsys Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo