JPMorgan U.S. Equity Fund

Frequently Asked Questions About JUSRX

What does JUSRX invest in?

Under typical market conditions, this fund is mandated to invest at least 80% of its portfolio in the stock offerings of U.S.-based enterprises. The term 'assets,' in this context, refers to the fund's net capital combined with any borrowed amounts employed for investment purposes. While its investment approach primarily targets common shares of large and mid-sized American corporations, the fund maintains the option to allocate up to a fifth (20%) of its holdings to common equities of foreign firms, encompassing instruments like depositary receipts.

What is the expense ratio of JUSRX?

JPMorgan U.S. Equity Fund (JUSRX) charges an expense ratio of 0.54%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JUSRX?

JPMorgan U.S. Equity Fund (JUSRX) manages $34.20B 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 JUSRX actively managed or an index fund?

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

When was JUSRX launched?

JPMorgan U.S. Equity Fund (JUSRX) launched in May 2006 and is managed by JPMorgan.

How has JUSRX performed?

JUSRX'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.