
This fund commits at least 80% of its net assets, along with any capital borrowed for investment purposes, to equity securities, aiming for sustained long-term capital appreciation. The portfolio manager seeks out companies whose stock prices are trading significantly below their assessed true worth, anticipating that their inherent value will expand over time. The fund maintains flexibility across company sizes, investing in a spectrum from major, established corporations to dynamic, smaller growth enterprises. It is important to note that this is a non-diversified investment.
Is JCONX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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