JUESX : JPMorgan U.S. Equity Fund Class I

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

JUESX

JPMorgan U.S. Equity Fund Class I

FI Score

70 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

70% FI Score
  • juesx
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan U.S. Equity Fund Class I

Expenses: 0.69% (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 high total return from a portfolio of selected equity securities. 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.

Largest Holdings

Amount Holding
7.78% Microsoft Corp
5.79% Amazon.com Inc
4.62% Alphabet Inc A
4.20% Apple Inc
3.66% Mastercard Inc A
2.91% UnitedHealth Group Inc
2.88% Verizon Communications Inc
2.84% Coca-Cola Co
2.68% Prologis Inc
2.45% Salesforce.com Inc
2.43% Eaton Corp PLC
2.29% Northrop Grumman Corp
2.17% AbbVie Inc
2.16% NextEra Energy Inc
2.12% Taiwan Semiconductor Manufacturing Co Ltd ADR
2.11% Norfolk Southern Corp
2.02% Boston Scientific Corp
1.89% Constellation Brands Inc A
1.85% O'Reilly Automotive Inc
1.82% ASML Holding NV ADR
1.76% Charter Communications Inc A
1.74% Texas Instruments Inc
1.60% PayPal Holdings Inc
1.53% Cigna Corp
1.52% Leidos Holdings Inc

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