JUSRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan US Equity R5 (JUSRX) Ownership - Who owns JPMorgan US Equity R5?

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

Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

JUSRX

Net Assets

28.7B

Fund Existence

almost 19 years

Turnover

53.00

Total Expense Ratio

0.54

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

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

Fund Share Class Net Assets

1.13B

Fund Type

OpenEnd

Index Fund

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

-8.857

Annual Yield % from dividends

0.64

Returns for 1 year

0.25

Returns for 3 years

13.18

Returns for 5 years

56.05

Returns for 10 years

64.54

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General Information

Category LargeBlend

Profile

Fundamentals

Details