JUECX Mutual Fund

JUECX Mutual Fund (JPMorgan US Equity Fund Class C) is managed by J.P. Morgan Asset Management with $566.6M in net assets. JUECX expense ratio is 1.44%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-09-10.

JUECX performance shows a YTD return of 3.06%. The 1-year return is 8.47% and the 5-year return is 9.54%. JUECX dividend yield stands at 5.50%, paid annually.

JUECX 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 JUECX holdings, JUECX sectors, or JUECX dividends.

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