JPMorgan Intrepid Val-Sel JPIVX
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DESCRIPTION:
Date updated:12-08-2009
This fund has a Morningstar rating of 4 stars. The fund is classified as Large Value and has a 107% turnover. The fund invests at least 80% of assets in equity investments of large- and mid-capitalization companies. It invests primarily in a broad portfolio of common stocks of companies within the Russell 1000 Value index that the adviser believes are undervalued and/or have strong momentum.
As of 9/30/2009 funds at JPMorgan Intrepid Value Select (JPIVX) were valued at $290 million.
Here are the top 20 holdings as of September 30, 2009.
-
PFE
Pfizer - $17.26
- +1.05%
- $17.03
4.04% of portfolio.
-
BAC
Bank Of America C - $16.85
- 0.00%
- $16.74
3.67% of portfolio.
-
XOM
Exxon Mobil Corpo - $66.30
- -0.75%
- $66.67
3.43% of portfolio.
-
GS
Goldman Sachs Gro - $173.53
- -0.82%
- $173.95
3.06% of portfolio.
-
WFC
Wells Fargo & Com - $29.89
- +0.88%
- $29.48
3.00% of portfolio.
-
VZ
Verizon Communica - $29.86
- +0.44%
- $29.70
2.84% of portfolio.
-
COP
Conocophillips Co - $51.65
- -0.06%
- $51.41
2.44% of portfolio.
-
TWX
Time Warner Inc. - $30.46
- -0.26%
- $30.44
2.22% of portfolio.
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