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JPMorgan US Equity Fund

JUEAX:US
NASDAQ GM
15.78
USD
0.03
0.19%
As of 9:29 AM EDT 8/18/2017
Fund Type
Open-End Fund
52Wk Range
13.48 - 16.20
1 Yr Return
14.08%
YTD Return
8.73%
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Previous Close
15.81
52Wk Range
13.48 - 16.20
1 Yr Return
14.00%
YTD Return
8.73%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 08/18/2017)
15.78
Total Assets (b USD) (on 08/18/2017)
14.281
Inception Date
09/10/2001
Last Dividend (on 06/28/2017)
0.024
Dividend Indicated Gross Yield
0.61%
Fund Managers
TOM LUDDY / SUSAN BAO
Front Load Fee
5.25%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.40%
Expense Ratio
0.94%

Top Fund Holdings

Name Position Value % of Fund
4.22 m 607.34 m 4.26
6.86 m 472.64 m 3.31
2.38 m 440.63 m 3.09
5.80 m 387.99 m 2.72
9.94 m 333.80 m 2.34
355.65 k 330.64 m 2.32
3.07 m 325.93 m 2.28
2.67 m 308.36 m 2.16
12.45 m 302.12 m 2.12
280.68 k 271.69 m 1.90
Profile
JPMorgan U.S. Equity Fund is an open-end fund incorporated in the USA. The Fund seeks high total return from a portfolio of selected equity securities. The Fund invests primarily in large- and medium-capitalization U.S. companies. The Fund's weightings are similar to those of the S&P 500 Index.
Address
JP Morgan Funds
270 Park Avenue
22nd Floor
New York, NY 10017
Phone
1-800-480-4111