JPMorgan U.S. GARP Equity Fund Class I (JPGSX)
JPMorgan U.S. GARP Equity Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $71.29, up 0.58% on the session, giving a market capitalisation of $1.60B. Its beta of 1.16 implies it has historically moved more than the broad market.
Under normal market conditions, this fund commits at least 80% of its total capital to equity holdings within U.S.-based large and mid-capitalization companies. For this allocation purpose, 'assets' encompass both the fund's net assets and any capital borrowed for investment activities. Its core investment strategy involves building a diverse portfolio of equities. The adviser identifies these securities based on a combination of factors, including attractive valuations, robust quality, and/or strong upward momentum, all chosen with the aim of achieving superior performance relative to the market.
JPMorgan U.S. GARP Equity Fund Class I is most often compared with the following Financial Services names: