JUESX Mutual Fund
JUESX Mutual Fund
JUESX Mutual Fund
JPMorgan US Equity Fund Class I
JUESX Mutual Fund Overview
JUESX Mutual Fund (JPMorgan US Equity Fund Class I) is managed by J.P. Morgan Asset Management with $4.38B in net assets. JUESX expense ratio is 0.69%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-09-10.
JUESX performance shows a YTD return of 3.50%. The 1-year return is 9.31% and the 5-year return is 10.63%. JUESX dividend yield stands at 5.50%, paid quarterly.
JUESX top holdings include Nvidia Corp (8.0%), Alphabet Inc,class A (6.9%), Apple, Inc (5.8%), Amazon.Com Inc (4.6%), Broadcom Inc (4.0%). Go to all JUESX holdings, JUESX sectors, or JUESX dividends.
JUESX can be compared against other funds. Use JUESX overlap to find shared positions, or JUESX vs another fund for a side-by-side view. JUESX alternatives are available via the screener, along with tax-loss harvesting opportunities.