JUESX Mutual Fund
JUESX Mutual Fund
JPMorgan US Equity Fund Class I
JUESX Mutual Fund Overview
JUESX Mutual Fund (JPMorgan US Equity Fund Class I) is managed by J.P. Morgan Asset Management with $4.40B in net assets. JUESX expense ratio is 0.69%, holding 56 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2001-09-10.
JUESX performance shows a YTD return of 4.20%. The 1-year return is 13.91% and the 5-year return is 11.23%. JUESX dividend yield stands at 5.46%, paid quarterly.
JUESX 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 JUESX holdings, sector breakdown, or dividend history.
JUESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUESX alternatives are available via the screener, along with tax-loss harvesting opportunities.