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Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)
(NASDAQ Mutual Funds) As of Feb 25, 2025 08:00 PM ET
$24.94 USD
-0.13 (-0.52%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
Incepted in September 1993, the fund is managed by J.P. Morgan Investment Management, Inc. The fund seeks to provide high total return from a portfolio of selected equity securities. Under normal market conditions, the fund invests at least 80% of its assets in equity investments of U.S. companies. The fund primarily invests in large and medium-capitalization U.S. companies. The fund applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility. The fund offers dividends and capital gains, if any, quarterly.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan US Equity L | JMUEX | NA | NA | 0.00 | 0.00 | 0.40 | 0.54 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan US Equity Fund I | JMUEX | 24.94 | 6/27/1985 | 0.62 | 22.97 | 11.46 | 16.09 |
| JPMorgan US Equity Fund C | JUECX | 23.78 | 6/27/1985 | 0.00 | 21.87 | 10.47 | 15.06 |
| JPMorgan US Equity Fund A | JUEAX | 25.20 | 6/27/1985 | 0.27 | 22.53 | 11.03 | 15.64 |
| JPMorgan US Equity Fund Sel | JUESX | 25.32 | 6/27/1985 | 0.49 | 22.81 | 11.31 | 15.94 |
| JPMorgan US Equity Fund R2 | JUEZX | 25.02 | 11/4/2008 | 0.06 | 24.17 | 10.75 | 15.36 |
| JPMorgan US Equity Fund R5 | JUSRX | 25.62 | 5/15/2006 | 0.62 | 23.00 | 11.49 | 16.11 |
| JPMorgan US Equity Fund R6 | JUEMX | 25.70 | 12/1/2010 | 0.71 | 25.14 | 11.60 | 16.23 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan US Equity L | JMUEX | CLOSED | 0 | 99 | Q |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |