• Fund Type: Open-End Fund
  • Objective: Long Short
  • Asset Class: Equity
  • Geographic Focus: U.S.

JPMorgan US Research Equity Plus Fund

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JEPCX:US

24.80 USD 0.02 0.08%

As of 09:29:30 ET on 11/26/2014.

Snapshot for JPMorgan US Research Equity Plus Fund (JEPCX)

Year To Date: +15.13% 3-Month: +4.73% 3-Year: +24.45% 52-Week Range: 20.33 - 24.80
1-Month: +5.44% 1-Year: +18.83% 5-Year: - Beta vs SPX: 1.06

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  • JEPCX:US 24.80
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Fund Profile & Information for JEPCX

JPMorgan U.S. Research Equity Plus Fund is an open-end fund in the USA. The Fund aims to provide total return. The Fund invests in both long and short positions, will invest in equity securities of large capitalization, U.S. companies.

Inception Date: 04-01-2010 Telephone: 1-800-480-4111
Managers: ARYEH GLATTER / RAFFAELE ZINGONE "RALPH"
Web Site: www.jpmorganfunds.com

Fundamentals for JEPCX

NAV (on 2014-11-26) 24.80
Assets (M) (on 2014-11-26) 22.84
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 25.00

Dividends for JEPCX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-20) 0.00
Dividend Yield (ttm) 6.04

Fees & Expenses for JEPCX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 1.00
Redemption Fee 0.00
12b1 Fee 0.75
Expense Ratio 2.78

Top Fund Holdings for JEPCX

Filing Date: 09/30/2014
Name Position Value % of Total
Apple Inc 7,070 712,303 2.438%
Johnson & Johnson 6,620 705,626 2.415%
Wells Fargo & Co 10,840 562,271 1.925%
Microsoft Corp 11,760 545,194 1.866%
United Technologies Corp 4,740 500,544 1.713%
Avago Technologies Ltd 5,395 469,365 1.607%
Exxon Mobil Corp 4,900 460,845 1.577%
Home Depot Inc/The 4,940 453,196 1.551%
Lowe's Cos Inc 8,210 434,473 1.487%
Biogen Idec Inc 1,290 426,745 1.461%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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