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JDVCX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

JPMorgan Diversified C (JDVCX) Ownership - Who owns JPMorgan Diversified C?

The investment seeks to provide a high total return from a diversified portfolio of equity and fixed income investments... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

JDVCX

Net Assets

471M

Fund Existence

over 22 years

Turnover

63.00

Total Expense Ratio

1.46

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.74

Assets in Top Ten Holdings

95.4M

Average Credit Quality

N/A

Average Effective Duration

5.25

Average Effective Maturity

7.25

Fund of Funds

Fund Share Class Net Assets

2.85M

Fund Type

OpenEnd

Index Fund

Management Fee

0.48

Modified Duration

5.21

No Load Fund

Number of Long Holdings

849.00

Number of Net Holdings

850.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.03

Weighting Top Ten Holdings

29.31%

Gain YTD

7.062

Annual Yield % from dividends

1.88

Returns for 1 year

7.16

Returns for 3 years

24.12

Returns for 5 years

9.35

Returns for 10 years

9.01

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Category ModerateAllocation

Profile

Fundamentals

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