JUEQX Mutual Fund
JUEQX Mutual Fund
JPMorgan US Equity Fund Class R4
JUEQX Mutual Fund Overview
JUEQX Mutual Fund (JPMorgan US Equity Fund Class R4) is managed by J.P. Morgan Asset Management with $101.8M in net assets. JUEQX expense ratio is 0.69%, holding 56 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-09-09.
JUEQX performance shows a YTD return of 4.18%. The 1-year return is 13.90% and the 5-year return is 11.23%. JUEQX dividend yield stands at 5.48%, paid quarterly.
JUEQX 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 JUEQX holdings, sector breakdown, or dividend history.
JUEQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.