JDESX Mutual Fund
JDESX Mutual Fund
JPMorgan US Research Enhanced Equity Fund Class I
JDESX Mutual Fund Overview
JDESX Mutual Fund (JPMorgan US Research Enhanced Equity Fund Class I) is managed by J.P. Morgan Asset Management with $1.89B in net assets. JDESX expense ratio is 0.35%, holding 164 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2001-09-10.
JDESX performance shows a YTD return of 7.67%. The 1-year return is 19.06% and the 5-year return is 13.95%. JDESX dividend yield stands at 5.11%, paid quarterly.
JDESX 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 JDESX holdings, sector breakdown, or dividend history.
JDESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JDESX alternatives are available via the screener, along with tax-loss harvesting opportunities.