JDEAX Mutual Fund
JDEAX Mutual Fund
JPMorgan US Research Enhanced Equity Fund Class A
JDEAX Mutual Fund Overview
JDEAX Mutual Fund (JPMorgan US Research Enhanced Equity Fund Class A) is managed by J.P. Morgan Asset Management with $716.5M in net assets. JDEAX expense ratio is 0.60%, holding 164 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2001-09-28.
JDEAX performance shows a YTD return of 7.55%. The 1-year return is 18.76% and the 5-year return is 12.69%. JDEAX dividend yield stands at 4.95%, paid quarterly.
JDEAX top holdings include Nvidia Corp. (8.2%), Apple, Inc (6.8%), Microsoft Corp 4.100 Feb 06 37 (5.6%), Amazon.Com Inc (4.6%), Alphabet Inc Common Stock USD 0.001 (3.5%). View all JDEAX holdings, sector breakdown, or dividend history.
JDEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JDEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.