JPMorgan U.S. Equity Fund Class I
FundJUESXNASDAQ0.00 n/a
+0.00%(+0.00)
About
This fund aims to generate substantial total returns primarily by investing in a carefully selected portfolio of equity securities. Under typical market conditions, at least 80% of its total capital (which includes both net assets and any borrowed funds used for investment) will be allocated to common stocks of U.S.-based companies. While the strategy mainly focuses on large and medium market capitalization U.S. firms, the fund is permitted to invest up to 20% of its assets in common shares of international companies, including those held as depositary receipts.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$35.12B
Beta
1.03
52-Week Range
$24.08$27.95$28.86
52W LowCurrent52W High
Performance
1 Week
+1.23%
1 Month
−2.14%
3 Months
+12.70%
YTD
+3.98%
1 Year
+7.50%
3 Years
+43.92%
5 Years
+30.61%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.