JUSRX Mutual Fund (JPMorgan US Equity Fund Class R5) is managed by J.P. Morgan Asset Management with $985.8M in net assets. JUSRX expense ratio is 0.54%, holding 56 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2006-05-15.

JUSRX performance shows a YTD return of 4.28%. The 1-year return is 14.07% and the 5-year return is 11.40%. JUSRX dividend yield stands at 5.59%, paid quarterly.

JUSRX 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 JUSRX holdings, sector breakdown, or dividend history.

JUSRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUSRX alternatives are available via the screener, along with tax-loss harvesting opportunities.