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JPMorgan US Research Enhanced Equity I JDESX

Analyst rating as of
NAV / 1-Day Return
36.11  /  0.98 %
Total Assets
5.6 Bil
Adj. Expense Ratio
0.350%
Expense Ratio
0.350%
Fee Level
Low
Longest Manager Tenure
18.85 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.15%
Turnover
59%
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Morningstar’s Analysis

Will JDESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Manager Departure on JPMorgan U.S. Research Enhanced Equity Does Not Affect Ratings

Associate Director

Analyst Note

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On Nov. 1, 2020, manager Steven Lee rolled off JPMorgan U.S. Research Enhanced Equity. Lee was not involved in day-to-day portfolio management responsibilities, so his departure does not affect the strategy's Average People rating or Morningstar Analyst Rating of Neutral. Lee remains at J.P. Morgan and as a manager on his other charges, JPMorgan U.S. Large Cap Core Plus JLPSX and JPMorgan Research Market Neutral JMNSX.

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