JUSRX Mutual Fund

JUSRX Mutual Fund (JPMorgan US Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $969.7M in net assets. JUSRX expense ratio is 0.54%, holding 68 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2006-05-15.

JUSRX performance shows a YTD return of 6.24%. The 1-year return is 10.79% and the 5-year return is 10.76%. JUSRX dividend yield stands at 5.49%, paid quarterly.

JUSRX 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 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.