JUEZX Mutual Fund

JUEZX Mutual Fund (JPMorgan US Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $304.5M in net assets. JUEZX expense ratio is 1.19%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2008-11-03.

JUEZX performance shows a YTD return of 3.19%. The 1-year return is 8.75% and the 5-year return is 9.82%. JUEZX dividend yield stands at 5.26%, paid quarterly.

JUEZX 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 JUEZX holdings, JUEZX sectors, or JUEZX dividends.

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