JUEZX Mutual Fund
JUEZX Mutual Fund
JUEZX Mutual Fund
JPMorgan US Equity Fund Class R2
JUEZX Mutual Fund Overview
JUEZX Mutual Fund (JPMorgan US Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $294.9M in net assets. JUEZX expense ratio is 1.19%, holding 68 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2008-11-03.
JUEZX performance shows a YTD return of 5.77%. The 1-year return is 10.09% and the 5-year return is 10.04%. JUEZX dividend yield stands at 5.13%, paid quarterly.
JUEZX top holdings include Nvidia Corp (8.7%), Alphabet Inc,class A (6.1%), Apple, Inc (5.8%), Microsoft Corp (5.1%), Amazon.Com Inc (4.7%). 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.