JPECX : JPMorgan Tax Aware Equity Fund Class C

JPECX is a US Stocks Market Large Growth with HIGH fees.

JPECX

JPMorgan Tax Aware Equity Fund Class C

FI Score

38 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

38% FI Score
  • jpecx
  • Mutual Fund
  • US Stocks
  • Large Growth

JPMorgan Tax Aware Equity Fund Class C

Expenses: 1.44% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide high after-tax total return from a portfolio of selected equity securities. The fund invests at least 80% of its assets in equity securities. It 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. Sector by sector, the fund's weightings are similar to those of the S&P 500 Index. Within each sector, the fund focuses on those equity securities that the advisor considers undervalued and seeks to outperform the S&P 500 through superior stock selection.

Largest Holdings

Amount Holding
9.12% Microsoft Corp
7.92% Amazon.com Inc
5.12% Apple Inc
3.78% Alphabet Inc A
3.67% Alphabet Inc Class C
3.50% Mastercard Inc A
2.88% UnitedHealth Group Inc
2.45% Union Pacific Corp
2.34% The Home Depot Inc
2.17% Honeywell International Inc
2.04% Charter Communications Inc A
1.97% Texas Instruments Inc
1.92% NextEra Energy Inc
1.92% PepsiCo Inc
1.85% Lowe's Companies Inc
1.83% Norfolk Southern Corp
1.82% Eli Lilly and Co
1.75% PayPal Holdings Inc
1.70% Broadcom Inc
1.68% Danaher Corp
1.61% AbbVie Inc
1.58% Bank of America Corp
1.57% Fiserv Inc
1.56% Facebook Inc A
1.56% Boston Scientific Corp

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