JDEAX Mutual Fund

JDEAX Mutual Fund (JPMorgan US Research Enhanced Equity Fund Class A) is managed by J.P. Morgan Asset Management with $755.1M in net assets. JDEAX expense ratio is 0.60%, holding 164 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2001-09-28.

JDEAX performance shows a YTD return of 8.44%. The 1-year return is 17.14% and the 5-year return is 12.33%. JDEAX dividend yield stands at 4.91%, paid quarterly.

JDEAX top holdings include Nvidia Corp. (8.2%), Apple, Inc (6.8%), Microsoft Corp (5.6%), Amazon.Com Inc (4.6%), Alphabet Inc Common Stock USD 0.001 (3.5%). Go to all JDEAX holdings, JDEAX sectors, or JDEAX dividends.

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