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.
JPMorgan US Research Enhanced Equity R6 JDEUX
NAV / 1-Day Return
36.34
/
0.78
%
Total Assets
5.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.250%
Expense Ratio
0.250%
Fee Level
Low
Longest Manager Tenure
18.85
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
15,000,000
Status
Open
TTM Yield
1.23%
Turnover
59%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Manager Departure on JPMorgan U.S. Research Enhanced Equity Does Not Affect Ratings
