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JMUEX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

JPMorgan US Equity L (JMUEX) Ownership - Who owns JPMorgan US Equity L?

The investment seeks to provide high total return from a portfolio of selected equity securities... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.57
Min. Initial Investment
3000000.00
Fund Existence
over 31 years
Turnover
53.00
Front Load
N/A
Net Assets
30281994000.00
Manager Tenure
N/A

Fundamentals

JMUEX
Net Assets
30.3B
Fund Existence
over 31 years
Turnover
53.00
Total Expense Ratio
0.57
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
3000000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.57
Assets in Top Ten Holdings
11.3B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
3.1B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.40
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
54.00
Number of Net Holdings
54.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
44.92%
Gain YTD
-4.441
Annual Yield % from dividends
0.64
Returns for 1 year
2.15
Returns for 3 years
13.82
Returns for 5 years
91.59
Returns for 10 years
71.80
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com