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JPMNX JPMorgan Research Market Neutral L

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Fund JPMNX JPMorgan Research Market Neutral L
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Similarity
?
100%
Annual Fees
?
$86.86
(0.85% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.19% annual return
$14,804.58
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN -0.67%
3 YR -0.28%
5 YR 0.51%
10 YR 1.39%
Description
The investment seeks to provide long-term capital appreciation from a broadly diversified portfolio of U.S. stocks while neutralizing the general risks associated with stock market investing. The fund takes long and short positions in different securities, selecting from a universe of mid- to large-capitalization stocks with characteristics similar to those of the Russell 1000 and/or Standard & Poor's 500 (S&P 500) Indexes, in an effort to insulate the fund's performance from the effects of general stock market movements. The long and short positions are matched on a variety of risk characteristics in order to limit exposure to macroeconomic factors.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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