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Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)

(NASDAQ Mutual Funds) As of Feb 21, 2024 08:00 PM ET

$22.34 USD

+0.06 (0.27%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for JMUEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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 22.28 6/27/1985 0.00 23.36 11.34 15.96
JPMorgan US Equity Fund Sel JUESX 22.12 6/27/1985 0.00 23.20 11.16 15.79
JPMorgan US Equity Fund C JUECX 20.88 6/27/1985 0.00 22.22 10.35 14.94
JPMorgan US Equity Fund A JUEAX 22.02 6/27/1985 0.00 22.88 10.89 15.51
JPMorgan US Equity Fund R5 JUSRX 22.19 5/15/2006 0.00 23.35 11.34 15.97
JPMorgan US Equity Fund R2 JUEZX 21.71 11/4/2008 0.00 20.63 10.02 14.84
JPMorgan US Equity Fund R6 JUEMX 22.26 12/1/2010 0.00 21.50 10.84 15.71

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