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Nasdaq - Delayed Quote USD
JPMorgan US Equity R5 (JUSRX)
22.58
-1.22
(-5.13%)
At close: 8:03:52 PM EDT
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- Previous Close
23.80 - YTD Return 0.36%
- Expense Ratio 0.54%
- Category Large Blend
- Last Cap Gain 41.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 32.01B
- Beta (5Y Monthly) 0.97
- Yield 0.64%
- 5y Average Return --
- Holdings Turnover 53.00%
- Last Dividend 0.02
- Inception Date Sep 9, 2016
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund 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.
JPMorgan
Fund Family
Large Blend
Fund Category
32.01B
Net Assets
2016-09-09
Inception Date
Performance Overview: JUSRX
View MoreTrailing returns as of 4/2/2025. Category is Large Blend.
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Holdings: JUSRX
View MoreSector Weightings
SectorJUSRX
Technology 31.65%
Financial Services 14.81%
Consumer Cyclical 13.12%
Healthcare 10.52%
Industrials 9.72%
Communication Services 7.21%
Energy 4.86%
Utilities 3.52%
Basic Materials 1.91%
Consumer Defensive 1.79%
Real Estate 0.89%
Recent News: JUSRX
View MoreResearch Reports: JUSRX
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