Nasdaq - Delayed Quote USD
JPMorgan Trust I - JPMorgan Tax Aware Equity Fund (JPELX)
41.63
0.00
(0.00%)
At close: December 22 at 8:00:31 PM EST
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Raymond James Investment Services Ltd
- Transact(UK)
- Ascentric
Fund Summary
The fund invests at least 80% of its assets in equity securities. It primarily invests in common stocks of large and medium capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. The Advisor focuses on those equity securities that the Advisor considers attractively valued and seeks to outperform the Benchmark through superior stock selection.
Fund Overview
| Category | Large Growth |
| Fund Family | JPMorgan |
| Net Assets | 798.12M |
| YTD Return | 22.30% |
| Yield | 0.87% |
| Morningstar Rating | |
| Inception Date | Jan 30, 1997 |
Performance & Risk
| YTD Return | 25.15% |
| 5y Average Return | 16.28% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
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