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 Dow Down 1.88% Nasdaq Down 2.09%

JPMorgan US Research Equity Plus R5 (JEPRX)

23.34 Down 0.50(2.10%) Jul 31
Prev Close:23.84
YTD Return*:8.01%
Net Assets*:19.79M
Yield*:0.56%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for JEPRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JNJ3.5717.08
AAPL3.2417.82
XOM2.711.46
UTX2.472.91
TWX2.376.49

Fund Basics

Morningstar Overall Rating:
Total Assets:19.79M
Category:Large Blend
Annual Report Expense Ratio (net):0.80%

Performance & Risk

YTD Return:8.01%
5y Avg Return:N/A
Rank in Category (ytd):13
% Rank in Category (ytd):0.79%
Beta (3y):1.12
Morningstar Risk Rating:4

Fund Summary

The investment seeks to provide total return from a portfolio of selected equity securities. Under normal circumstances, at least 80% of the value of the fund's Assets, which are expected to include both long and short positions, will invest in equity securities of large capitalization, U.S. companies. In implementing its strategy, the fund invests primarily in common stocks, real estate investment trusts (REITs) and depositary receipts. The adviser also generally is sector neutral relative to the S&P 500 Index and emphasizes stock selection as the primary means of generating returns. View More
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