JUEZX Mutual Fund
JUEZX Mutual Fund
JPMorgan US Equity Fund Class R2
JUEZX Mutual Fund Overview
JUEZX Mutual Fund (JPMorgan US Equity Fund Class R2) is managed by J.P. Morgan Asset Management with $291.3M in net assets. JUEZX expense ratio is 1.19%, holding 56 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-11-03.
JUEZX performance shows a YTD return of 3.91%. The 1-year return is 13.33% and the 5-year return is 10.67%. JUEZX dividend yield stands at 5.22%, paid quarterly.
JUEZX 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 JUEZX holdings, sector breakdown, or dividend history.
JUEZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUEZX alternatives are available via the screener, along with tax-loss harvesting opportunities.