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JPMorgan US Equity R2 (JUEZX)
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22.21 - YTD Return 10.97%
- Expense Ratio 1.44%
- Category Large Blend
- Last Cap Gain 33.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 28.33B
- Beta (5Y Monthly) 0.99
- Yield 0.27%
- 5y Average Return --
- Holdings Turnover 47.00%
- Last Dividend 0.08
- Inception Date Sep 10, 2001
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.
JPMorgan
Fund Family
Large Blend
Fund Category
28.33B
Net Assets
2001-09-10
Inception Date
Performance Overview: JUEZX
Trailing returns as of 4/26/2024. Category is Large Blend.
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Holdings: JUEZX
Top 10 Holdings (41.34% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJUEZX
Technology 29.32%
Healthcare 14.70%
Financial Services 13.07%
Consumer Cyclical 12.63%
Industrials 11.04%
Communication Services 6.07%
Energy 4.44%
Utilities 2.85%
Basic Materials 2.48%
Real Estate 1.96%
Consumer Defensive 1.42%
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