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 $1.91B in net assets. JDESX expense ratio is 0.35%, holding 175 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2001-09-10.
JDESX performance shows a YTD return of 11.01%. The 1-year return is 17.68% and the 5-year return is 13.21%. JDESX dividend yield stands at 4.95%, paid quarterly.
JDESX top holdings include Nvidia Corp (8.6%), Apple, Inc (6.7%), Microsoft Corp (6.3%), Amazon.Com Inc (4.4%), Alphabet Inc,class A (3.1%). 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.