JUEPX Mutual Fund
JUEPX Mutual Fund
JUEPX Mutual Fund
JPMorgan US Equity Fund Class R3
JUEPX Mutual Fund Overview
JUEPX Mutual Fund (JPMorgan US Equity Fund Class R3) is managed by J.P. Morgan Asset Management with $270.6M in net assets. JUEPX expense ratio is 0.94%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-09-09.
JUEPX performance shows a YTD return of 3.33%. The 1-year return is 8.98% and the 5-year return is 11.20%. JUEPX dividend yield stands at 5.32%, paid quarterly.
JUEPX 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 JUEPX holdings, JUEPX sectors, or JUEPX dividends.
JUEPX can be compared against other funds. Use JUEPX overlap to find shared positions, or JUEPX vs another fund for a side-by-side view. JUEPX alternatives are available via the screener, along with tax-loss harvesting opportunities.