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.
JPMorgan US Research Enhanced Equity R6 JDEUX
NAV / 1-Day Return
33.21
/
1.75
%
Total Assets
7.5 Bil
Adj. Expense Ratio
0.250%
Expense Ratio
0.250%
Fee Level
Low
Longest Manager Tenure
20.12
years
Category
Large Blend
Investment Style
Large GrowthMin. Initial Investment
15,000,000
Status
Open
TTM Yield
1.01%
Turnover
35%
Morningstar’s Fund Analysis JDEUX
Will JDEUX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JDEUX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JDEUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JDEUX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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