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Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)
(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET
$25.07 USD
+0.04 (0.16%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
Incepted in September 1993, the fund is managed by J.P. Morgan Investment Management, Inc. The fund seeks to provide high total return from a portfolio of selected equity securities. Under normal market conditions, the fund invests at least 80% of its assets in equity investments of U.S. companies. The fund primarily invests in large and medium-capitalization U.S. companies. The fund applies a sector-neutral investment approach and diversifies investments across industrial sectors to help limit market volatility. The fund offers dividends and capital gains, if any, quarterly.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan US Equity L | JMUEX | NA | NA | 0.00 | 0.00 | 0.40 | 0.54 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| JPMorgan US Equity Fund I | JMUEX | 25.07 | 6/27/1985 | 0.64 | 8.54 | 11.15 | 15.44 |
| JPMorgan US Equity Fund C | JUECX | 22.26 | 6/27/1985 | 0.00 | 7.54 | 10.14 | 14.39 |
| JPMorgan US Equity Fund A | JUEAX | 23.69 | 6/27/1985 | 0.25 | 8.09 | 10.71 | 14.97 |
| JPMorgan US Equity Fund Sel | JUESX | 23.74 | 6/27/1985 | 0.50 | 8.36 | 10.97 | 15.25 |
| JPMorgan US Equity Fund R5 | JUSRX | 23.77 | 5/15/2006 | 0.64 | 8.53 | 11.14 | 15.43 |
| JPMorgan US Equity Fund R2 | JUEZX | 23.25 | 11/4/2008 | 0.07 | 7.77 | 10.41 | 14.68 |
| JPMorgan US Equity Fund R6 | JUEMX | 23.88 | 12/1/2010 | 0.74 | 8.62 | 11.26 | 15.55 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan US Equity L | JMUEX | CLOSED | 0 | 99 | Q |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |