Nasdaq - Delayed Quote • USD
JPMorgan US Equity A (JUEAX)
At close: May 10 at 8:01 PM EDT
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23.42 - YTD Return 6.47%
- Expense Ratio 0.58%
- Category Large Blend
- Last Cap Gain 33.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 27.24B
- Beta (5Y Monthly) 0.98
- Yield 0.48%
- 5y Average Return --
- Holdings Turnover 47.00%
- Last Dividend 0.01
- Inception Date Sep 17, 1993
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
27.24B
Net Assets
1993-09-17
Inception Date
Performance Overview: JUEAX
Trailing returns as of 5/10/2024. Category is Large Blend.
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OLGAX JPMorgan Large Cap Growth A
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OSGIX JPMorgan Mid Cap Growth A
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16.58
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6.32
0.00%
JFAMX JPMorgan Emerging Markets Equity A
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JNBAX JPMorgan Income Builder A
9.69
0.00%
ONIAX JPMorgan Core Plus Bond A
7.07
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VGRIX JPMorgan US Value A
75.52
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OLVAX JPMorgan Large Cap Value A
20.55
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OGIAX JPMorgan Investor Balanced A
15.62
0.00%
Holdings: JUEAX
Top 10 Holdings (41.15% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJUEAX
Technology 29.55%
Healthcare 14.09%
Financial Services 13.23%
Consumer Cyclical 12.27%
Industrials 11.47%
Communication Services 6.27%
Energy 4.84%
Basic Materials 2.66%
Utilities 2.59%
Real Estate 1.83%
Consumer Defensive 1.20%
Recent News: JUEAX
Research Reports: JUEAX
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