JPMorgan International Focus Fund

Frequently Asked Questions About IUESX

What does IUESX invest in?

This fund primarily allocates its investments to the stock of companies located internationally, encompassing those in developing markets. It maintains substantial investment latitude, being unconstrained by specific company size, investment strategy, or industry, and has the ability to invest in businesses across any foreign nation. Although its investment scope is broad, the portfolio manager's present intention is to concentrate on medium to large-sized companies, aiming for diversification across a range of sectors and international geographies. Under typical market conditions, a minimum of 80% of the fund's total assets will be invested in equities.

What is the expense ratio of IUESX?

JPMorgan International Focus Fund (IUESX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IUESX?

JPMorgan International Focus Fund (IUESX) manages $1.67B 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 IUESX actively managed or an index fund?

IUESX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was IUESX launched?

JPMorgan International Focus Fund (IUESX) launched in May 2013 and is managed by JPMorgan.

How has IUESX performed?

IUESX'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.