JUSRX Mutual Fund

JUSRX Mutual Fund (JPMorgan US Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $1.03B in net assets. JUSRX expense ratio is 0.54%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2006-05-15.

JUSRX performance shows a YTD return of 3.57%. The 1-year return is 9.44% and the 5-year return is 10.54%. JUSRX dividend yield stands at 5.63%, paid quarterly.

JUSRX 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 JUSRX holdings, JUSRX sectors, or JUSRX dividends.

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