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JPMorgan US Equity A

JUEAX
14.39
+0.10
+0.71%
9/28/2016
5 Years
  • Previous Close

    14.29

  • Net Assets

    1.47B

  • Yield

    0.70%

  • Front load

    5.25

  • Expenses

    0.94%

  • Category

    Large Blend

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

JPMorgan

Fund Style

Open

Fund Manager

Scott Davis

Investment Style

Large Growth

The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP 1,000

Inception

9/10/2001

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