JPMorgan US Equity A (JUEAX – MF report) a Zacks Ranked #1 (Strong Buy) was incepted in September 1993 and managed by J.P. Morgan Investment Management, Inc. JUEAX seeks to provide high total return from a portfolio of selected equity securities. Under normal market conditions, JUEAX invests a lion’s share of its assets in equity investments of U.S. companies. JUEAX primarily invests in large and medium-capitalization U.S. companies. JUEAX applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility.
This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Foreign Bond. Further, as of the last filing, Apple Inc, Wells Fargo & Company and Microsoft Corp were the top holdings for JUEAX.
JPMorgan US Equity A, managed by J.P. Morgan , carries an expense ratio of 0.96. Moreover, JUEAX requires a minimal initial investment of $1,000.
JUEAX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 0.79%, 3 year 15.43% and 5 year 15.86%. To see how this fund performed compared in its category, please click here.
JUEAX’s performance, as of the last filing, when compared to funds in its category was in the top 39% in 1 year, top 24% over the past 3 years, and in the 28% over the past 5 years.
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