JIVCX

About JIVCX

JPMorgan U.S. Applied Data Science Value Fund Class C is a mutual fund designed to pursue long-term capital appreciation by investing primarily in large-cap and mid-cap U.S. companies considered undervalued based on traditional metrics, such as low price ratios and high dividend yields. The fund leverages data science techniques to identify investment opportunities within the value segment of the Russell 1000 Index, focusing on stocks that may be less expensive or exhibit slower growth than other large-cap equities. This approach aims to enhance traditional value investing with quantitative analytics, optimizing stock selection and portfolio construction. The fund typically maintains a broad diversification across sectors and currently holds over 100 individual positions. Its focus on value stocks provides exposure to established companies with stable fundamentals, and it distributes dividends on a quarterly basis. JPMorgan U.S. Applied Data Science Value Fund Class C plays a role within the market for investors seeking equity exposure to U.S. large value stocks, with an emphasis on the application of advanced data science in its investment process.