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JPMorgan US Equity R6 (JUEMX)

28.31 -0.47 (-1.63%)
As of 8:06:43 AM EST. Market Open.

Fund Summary

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 US Equity R6

Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 31.18B
YTD Return 5.44%
Yield 0.57%
Morningstar Rating
Inception Date Sep 09, 2016

Fund Operations

Last Dividend 0.12
Last Cap Gain 46.00
Holdings Turnover 53.00%
Average for Category --

Fees & Expenses

Expense JUEMX Category Average
Annual Report Expense Ratio (net)
0.44% 0.78%
Prospectus Net Expense Ratio
0.44% --
Prospectus Gross Expense Ratio
0.46% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- --
Max Deferred Sales Load
-- --
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Mr. Maccarrone is responsible for the development of the Research Associate team and partnering with the U.S. Director of Research on research priorities. Prior to joining JPMIM, Mr. Maccarrone was a principal and senior research analyst at Longbow Capital Partners and Goldman Sachs.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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