JPMorgan Equity Focus Fund Class A

Frequently Asked Questions About JPFAX

What does JPFAX invest in?

The JPMorgan Equity Focus Fund Class A aims to achieve substantial long-term capital growth for its investors. Typically, under ordinary market conditions, the fund dedicates a minimum of 80% of its entire asset base to equity securities. For this purpose, "assets" encompasses both the fund's net worth and any capital acquired through borrowing specifically for investment activities. The fund primarily selects equities issued by companies boasting a market valuation of $1 billion or greater.

What is the expense ratio of JPFAX?

An expense ratio for JPMorgan Equity Focus Fund Class A (JPFAX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is JPFAX?

JPMorgan Equity Focus Fund Class A (JPFAX) manages $244.5M 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 JPFAX actively managed or an index fund?

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

When was JPFAX launched?

JPMorgan Equity Focus Fund Class A (JPFAX) launched in January 2019 and is managed by JPMorgan.

How has JPFAX performed?

JPFAX'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.