JDEAX – JPMorgan US Research Enhanced Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poor's 500 Composite Stock Price Index (S&P 500 Index). Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JDESX	JPMorgan U.S. Research Enhanced Equity Fund Class I	Institutional	Open			Sep 10, 2001	$1.90B	0.350%	Low	$1M	$328.39M
JDEAX	JPMorgan U.S. Research Enhanced Equity Fund Class A	Front Load	Limited			Sep 28, 2001	$733.26M	0.600%	Low	$1,000	−$36.05M
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund Class R6	Retirement, Large	Open			Mar 24, 2003	$9.21B	0.250%	Low	$15M	−$1.48B

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