IUERX Mutual Fund

IUERX Mutual Fund (JPMorgan International Focus Fund Class R2) is managed by J.P. Morgan Asset Management with $5.7M in net assets. IUERX expense ratio is 1.30%, holding 65 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2011-11-30.

IUERX performance shows a YTD return of 13.47%. The 1-year return is 20.32% and the 5-year return is 6.07%. IUERX dividend yield stands at 3.65%, paid annually.

IUERX top holdings include Shell Plc Ord GBP0.07 (4.0%), Sk Hynix Inc Common Stock KRW 5000 (4.0%), Tsmc (3.8%), Taiwan Semiconductor - Adr (3.7%), ASML HOLDING NV (3.2%). Go to all IUERX holdings, IUERX sectors, or IUERX dividends.

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