JDESX Mutual Fund
JDESX Mutual Fund
JDESX Mutual Fund
JPMorgan US Research Enhanced Equity Fund Class I
JDESX Mutual Fund Overview
JDESX Mutual Fund (JPMorgan US Research Enhanced Equity Fund Class I) is managed by J.P. Morgan Asset Management with $1.92B in net assets. JDESX expense ratio is 0.35%, holding 164 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-09-10.
JDESX performance shows a YTD return of 8.59%. The 1-year return is 17.43% and the 5-year return is 12.65%. JDESX dividend yield stands at 4.95%, paid quarterly.
JDESX top holdings include Nvidia Corp (7.9%), Apple, Inc (6.3%), Microsoft Corp (4.7%), Amazon.Com Inc (4.0%), Alphabet Inc,class A (3.3%). Go to all JDESX holdings, JDESX sectors, or JDESX dividends.
JDESX can be compared against other funds. Use JDESX overlap to find shared positions, or JDESX vs another fund for a side-by-side view. JDESX alternatives are available via the screener, along with tax-loss harvesting opportunities.