JPMorgan US Research Enhanced Equity's analyst team has seen some turnover, and its benchmark-sensitive approach doesn't stand out in a competitive space. The strategy receives a Morningstar Analyst Rating of Neutral across all share classes.
Will JDESX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JDESX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JDESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JDESX’s parent organization’s priorities and whether they’re in line with investors’ interests.