JPMorgan Growth Advantage A
What Has Hurt the JPMorgan Growth Advantage Fund in YTD 2016?
VHIAX stands tenth among the 12 funds chosen for this review. In the one-year period, the fund placed dead last among its peers.
Do Actively Managed Funds Perform Better in the Long Run?
Investors seem to be shifting from actively managed funds to passive funds in order to get higher returns.
Sector Composition of JPMorgan Growth Advantage Fund in YTD 2016
Information technology is VHIAX’s top sectoral holding, forming 31% of the portfolio. A distant second is the consumer discretionary sector, followed by the healthcare sector.
After a Brilliant 2015, a Less-than-Wonderful YTD 2016 for VHIAX
VHIAX’s standard deviation, or the volatility of returns, in the one-year period until March 18 was 19.4%.
Need-to-Know Facts about the JPMorgan Growth Advantage Fund
The JPMorgan Growth Advantage Fund (VHIAX) invests in common stocks without any market cap bias, although it can invest a sizable portion of its assets in a single market cap category. The fund uses derivatives, specifically futures contracts.