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    JPMorgan US Equity C (JUECX)

    14.66 Up 0.03(0.21%) Apr 24
    Prev Close:14.63
    YTD Return*:1.57%
    Net Assets*:12.41B
    Yield*:0.47%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for JUECX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL4.1912.99
    WFC2.58-0.97
    MSFT2.44-11.67
    HON1.893.84
    AVGO1.8925.27

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:12.41B
    Category:Large Blend
    Annual Report Expense Ratio (net):1.47%

    Performance & Risk

    YTD Return:1.57%
    5y Avg Return:13.73%
    Rank in Category (ytd):35
    % Rank in Category (ytd):2.14%
    Beta (3y):1.06
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. View More
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