JDESX : JPMorgan U.S. Research Enhanced Equity Fund Class I

JDESX is a US Stocks Market Large Blend with MODERATE fees.

JDESX

JPMorgan U.S. Research Enhanced Equity Fund Class I

FI Score

78 /100

Expense Ratio Rating

8 /10

Expense Rating

7 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

78% FI Score
  • jdesx
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan U.S. Research Enhanced Equity Fund Class I

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poor's 500 Composite Stock Price Index (S&P 500 Index). The fund invests at least 80% of its net assets plus the amount of borrowings for investment purposes. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.

Largest Holdings

Amount Holding
6.57% Microsoft Corp
5.28% Apple Inc
4.80% Amazon.com Inc
2.05% Facebook Inc A
1.87% Alphabet Inc A
1.84% Mastercard Inc A
1.67% Alphabet Inc Class C
1.59% Procter & Gamble Co
1.59% Berkshire Hathaway Inc Class B
1.43% UnitedHealth Group Inc
1.30% Merck & Co Inc
1.26% PayPal Holdings Inc
1.20% Verizon Communications Inc
1.20% Citigroup Inc
1.18% Chevron Corp
1.17% Medtronic PLC
1.15% Thermo Fisher Scientific Inc
1.12% Honeywell International Inc
1.11% Bristol-Myers Squibb Company
1.08% Johnson & Johnson
1.06% Charter Communications Inc A
1.06% Comcast Corp Class A
1.05% NextEra Energy Inc
1.03% AbbVie Inc
1.01% Salesforce.com Inc

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