This strategy’s successful lead manager and deep supporting analyst team are enough to earn cheaper share classes of JPMorgan US Equity and its Luxembourg and U.K. clones a Morningstar Analyst Rating of Bronze, while more expensive ones receive Neutral.
JPMorgan US Equity C JUECX
NAV / 1-Day Return
18.16
/
0.38
%
Total Assets
20.2 Bil
Adj. Expense Ratio
1.440%
Expense Ratio
1.440%
Fee Level
Low
Longest Manager Tenure
7.98
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.04%
Turnover
60%
Morningstar’s Fund Analysis JUECX
Will JUECX 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 JUECX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JUECX 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 JUECX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A capable team gives this offering a shot.
