JDESX Mutual Fund

JDESX Mutual Fund (JPMorgan US Research Enhanced Equity Fund Class I) is managed by J.P. Morgan Asset Management with $1.96B in net assets. JDESX expense ratio is 0.35%, holding 164 positions across sectors including Information Technology, Consumer Discretionary, Financials. 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 13.58%. JDESX dividend yield stands at 5.06%, paid quarterly.

JDESX 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 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.