Nasdaq - Delayed Quote USD

JPMorgan U.S. Research Enhanced Equity Fund (JDEAX)

43.34
+0.06
+(0.14%)
As of 8:06:20 AM EDT. Market Open.
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  • Previous Close 43.28
  • YTD Return -5.83%
  • Expense Ratio 0.60%
  • Category Large Blend
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.1B
  • Beta (5Y Monthly) 1.00
  • Yield 0.78%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.07
  • Inception Date Mar 24, 2003

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.

JPMorgan

Fund Family

Large Blend

Fund Category

10.1B

Net Assets

2003-03-24

Inception Date

Performance Overview: JDEAX

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Trailing returns as of 5/16/2025. Category is Large Blend.

YTD Return

JDEAX
5.83%
Category
5.31%
 

1-Year Return

JDEAX
9.71%
Category
20.31%
 

3-Year Return

JDEAX
11.90%
Category
6.48%
 

5-Year Return

JDEAX
15.98%
Category
11.78%
 

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Holdings: JDEAX

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Sector Weightings

SectorJDEAX
Technology   31.38%
Healthcare   11.23%
Industrials   7.89%
Energy   3.64%
Utilities   2.54%
Real Estate   2.12%

Recent News: JDEAX

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Research Reports: JDEAX

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