JFESX Mutual Fund

JFESX Mutual Fund (JPMorgan Europe Dynamic Fund Class Institutional) is managed by J.P. Morgan Asset Management with $241.4M in net assets. JFESX expense ratio is 0.75%, holding 84 positions across sectors including Financials, Health Care, Industrials. Inception date: 2001-09-10.

JFESX performance shows a YTD return of 8.42%. The 1-year return is 21.70% and the 5-year return is 10.19%. JFESX dividend yield stands at 3.32%, paid annually.

JFESX top holdings include Asml Holding N.V. (5.0%), Novartis Ag Ordinary Shares (3.0%), Banco Santander S.a. (3.0%), Shell Plc (2.5%), Barclays Plc (2.2%). Go to all JFESX holdings, JFESX sectors, or JFESX dividends.

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