JMUEX Mutual Fund

JMUEX Mutual Fund (JPMorgan US Equity Fund Class L) is managed by J.P. Morgan Asset Management with $5.43B in net assets. JMUEX expense ratio is 0.56%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1993-09-17.

JMUEX performance shows a YTD return of 3.58%. The 1-year return is 9.46% and the 5-year return is 10.54%. JMUEX dividend yield stands at 5.64%, paid quarterly.

JMUEX top holdings include Nvidia Corp. (8.9%), Apple, Inc (7.0%), Amazon.Com Inc (5.3%), Alphabet Inc Common Stock USD 0.001 (4.8%), Microsoft Corp (3.9%). Go to all JMUEX holdings, JMUEX sectors, or JMUEX dividends.

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