JDESX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan US Research Enhanced Equity I (JDESX) Ownership - Who owns JPMorgan US Research Enhanced Equity I?

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)... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

JDESX

Net Assets

9.61B

Fund Existence

over 23 years

Turnover

39.00

Total Expense Ratio

0.35

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.59

Assets in Top Ten Holdings

2.99B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.09B

Fund Type

OpenEnd

Index Fund

Management Fee

0.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

163.00

Number of Net Holdings

163.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

37.45%

Gain YTD

-10.651

Annual Yield % from dividends

0.98

Returns for 1 year

-3.49

Returns for 3 years

17.03

Returns for 5 years

69.73

Returns for 10 years

75.94

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Category LargeBlend

Profile

Fundamentals

Details