IUAEX Mutual Fund

IUAEX Mutual Fund (JPMorgan International Focus Fund Class A) is managed by J.P. Morgan Asset Management with $439.0M in net assets. IUAEX expense ratio is 1.00%, holding 65 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2011-11-30.

IUAEX performance shows a YTD return of 5.89%. The 1-year return is 8.22% and the 5-year return is 5.50%. IUAEX dividend yield stands at 2.27%, paid annually.

IUAEX top holdings include Shell Plc (4.0%), Sk Hynix Inc Common Stock KRW 5000 (4.0%), Taiwan Semiconductor Manufacturing Co Ltd (3.7%), ASML HOLDING NV (3.2%), Mitsubishi Ufj Financial Group Inc (3.1%). Go to all IUAEX holdings, IUAEX sectors, or IUAEX dividends.

IUAEX can be compared against other funds. Use IUAEX overlap to find shared positions, or IUAEX vs another fund for a side-by-side view. IUAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.