- What does JMUEX invest in?
- The JPMorgan U.S. Equity Fund typically allocates at least 80% of its total investment capital to stocks issued by companies based in the United States. For this purpose, "assets" refers to the fund's net worth combined with any money borrowed for investment activities. While its core strategy involves investing in common shares of large and mid-sized American corporations, the fund also has the flexibility to invest up to 20% of its holdings in common stocks of non-U.S. companies, including through instruments like depositary receipts.
- What is the expense ratio of JMUEX?
- JPMorgan U.S. Equity Fund (JMUEX) charges an expense ratio of 0.56%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JMUEX?
- JPMorgan U.S. Equity Fund (JMUEX) is one share class of a fund that manages $30.48B across all of its share classes (JUEAX, JUEMX, JUEPX, JUESX, JUEZX, JUSRX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is JMUEX actively managed or an index fund?
- JMUEX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (JMUEX's is 0.56%) in exchange for the discretion to over- or under-weight positions.
- When was JMUEX launched?
- JPMorgan U.S. Equity Fund (JMUEX) launched in September 1993 and is managed by JPMorgan.
- How has JMUEX performed?
- JMUEX'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.
