JDEAX Mutual Fund

JDEAX Mutual Fund (JPMorgan US Research Enhanced Equity Fund Class A) is managed by J.P. Morgan Asset Management with $736.8M in net assets. JDEAX expense ratio is 0.60%, holding 175 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2001-09-28.

JDEAX performance shows a YTD return of 9.16%. The 1-year return is 9.94% and the 5-year return is 11.40%. JDEAX dividend yield stands at 0.48%, paid quarterly.

JDEAX top holdings include NVIDIA Corp (8.6%), Apple Inc (6.7%), Microsoft Corp (6.3%), Amazon.com Inc (4.4%), Alphabet Inc,class A (3.1%). Go to all JDEAX holdings, JDEAX sectors, or JDEAX dividends.

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