JUECX Mutual Fund
JUECX Mutual Fund
JPMorgan US Equity Fund Class C
JUECX Mutual Fund Overview
JUECX Mutual Fund (JPMorgan US Equity Fund Class C) is managed by J.P. Morgan Asset Management with $539.6M in net assets. JUECX expense ratio is 1.44%, holding 56 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2001-09-10.
JUECX performance shows a YTD return of 3.82%. The 1-year return is 13.03% and the 5-year return is 10.39%. JUECX dividend yield stands at 5.46%, paid annually.
JUECX top holdings include Nvidia Corp (8.9%), Apple Inc (7.0%), Amazon.Com Inc (5.3%), 'alphabet Inc., Class 'a'' (4.8%), Microsoft Corp 4.100 Feb 06 37 (3.9%). View all JUECX holdings, sector breakdown, or dividend history.
JUECX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUECX alternatives are available via the screener, along with tax-loss harvesting opportunities.