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JPFAX Mutual Fund Price & Analysis

The JPMorgan Equity Focus Fund Class A aims to achieve substantial long-term capital growth for its investors. Typically, under ordinary market conditions, the fund dedicates a minimum of 80% of its entire asset base to equity securities. For this purpose, "assets" encompasses both the fund's net worth and any capital acquired through borrowing specifically for investment activities. The fund primarily selects equities issued by companies boasting a market valuation of $1 billion or greater.

JPFAX 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 %
Microsoft
7.00%
Apple Inc
5.72%
Nvidia Corporation
4.69%
Amazon.Com, Inc.
4.22%
Berkshire Hathaway B
3.55%
Loews
3.33%
Martin Marietta Materials
3.15%
Mastercard Inc
3.11%
Weyerhaeuser Company
3.03%
Meta Platforms, Inc.
3.02%
Total40.82%

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