JPFSX : JPMorgan Equity Focus Fund Class I

JPFSX is a US Stocks Market Large Growth with MODERATE fees.

JPFSX

JPMorgan Equity Focus Fund Class I

FI Score

38 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

38% FI Score
  • jpfsx
  • Mutual Fund
  • US Stocks
  • Large Growth

JPMorgan Equity Focus Fund Class I

Expenses: 0.84% (Better than 1% 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

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