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JOELX Mutual Fund Price & Analysis

Under normal circumstances, the fund will invest at least 80% of its assets in long and short positions in equity securities, selecting from a universe of equity securities with market capitalizations similar to those included in the Russell 1000 and/or S&P 500 Index, at the time of purchase. "Assets" means net assets plus the amount of borrowings for investment purposes. In implementing its strategy, it primarily will buy or sell short common stocks, including real estate investment trusts (REITs) and depositary receipts. The fund's gross equity market exposure is limited to 200%. It is non-diversified.

JOELX Mutual Fund Chart & Stats

$17.57
$0.00(0.00%)
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JOELX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Prime Money Market Fund
14.67%
Unitedhealth Group Inc.
8.06%
Pacific Gas & Electric Co.
7.22%
Fiserv, Inc.
6.28%
Berkshire Hathaway B
4.72%
Alphabet Inc. Class A
4.62%
Adobe Systems Incorporated
4.28%
Walmart Inc.
4.25%
NXP Semiconductors
4.19%
Constellation Brands
3.82%
Total62.11%

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