- What does IUAEX invest in?
- The JPMorgan International Unconstrained Equity Fund - A strives to achieve significant long-term growth for investors. Its primary investment approach involves committing capital to the stock of companies located in foreign markets, encompassing those within emerging economies. This fund benefits from considerable flexibility, as it is not restricted by specific market capitalizations, investment styles, or industry sectors, and has the freedom to invest in companies across any country globally. While the fund's scope is broad, the portfolio manager currently intends to focus on mid to large-sized companies, ensuring diversification across various sectors and international regions. Typically, at least 80% of the fund's total assets will be allocated to equity securities under normal market circumstances.
- What is the expense ratio of IUAEX?
- JPMorgan International Unconstrained Equity Fund - A (IUAEX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is IUAEX?
- JPMorgan International Unconstrained Equity Fund - A (IUAEX) manages $1.66B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is IUAEX actively managed or an index fund?
- IUAEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was IUAEX launched?
- JPMorgan International Unconstrained Equity Fund - A (IUAEX) launched in May 2013 and is managed by JPMorgan.
- How has IUAEX performed?
- IUAEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
