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JPMorgan US Equity L (JMUEX)

28.21 -0.46 (-1.60%)
As of 8:10:18 AM EST. Market Open.
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  • Previous Close 28.67
  • YTD Return 5.38%
  • Expense Ratio 0.56%
  • Category Large Blend
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 31.18B
  • Beta (5Y Monthly) 1.01
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.10
  • Inception Date Sep 9, 2016

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.

JPMorgan

Fund Family

Large Blend

Fund Category

31.18B

Net Assets

2016-09-09

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

JMUEX
5.38%
Category
5.31%

1-Year Return

JMUEX
5.98%
Category
20.31%

3-Year Return

JMUEX
18.90%
Category
6.48%

5-Year Return

JMUEX
11.66%
Category
11.78%

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